Blue Bell Private Wealth Management’s 2U Inc TWOU Stock Holding History

Blue Bell Private Wealth Management’s Portfolio TWOU Stock Details TWOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3	Closed	-$15	–	729
2024 Q2	$15	Hold	3	–	–	﹤0.01%	715
2024 Q1	$39	Hold	3	–	–	﹤0.01%	721
2023 Q4	$123	Hold	3	–	–	﹤0.01%	713
2023 Q3	$247	Hold	3	–	–	﹤0.01%	671
2023 Q2	$403	Sell	3 -4	-57%	-$532	﹤0.01%	675
2023 Q1	$1.37K	Hold	7	–	–	﹤0.01%	583
2022 Q4	$1.25K	Sell	7 -6	-46%	-$1.19K	﹤0.01%	613
2022 Q3	$2K	Buy	13 +3	+30%	+$781	﹤0.01%	635
2022 Q2	$3K	Hold	10	–	–	﹤0.01%	620
2022 Q1	$4K	Buy	10 +3	+43%	+$1.21K	﹤0.01%	612
2021 Q4	$4K	Buy	+7	New	+$5.58K	﹤0.01%	592

Other funds holding TWOU

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Blue Bell Private Wealth Management's TWOU Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of 2U Inc (TWOU) in Q3 2024, closing a stake of 3 shares — an estimated $15 sold.

Blue Bell Private Wealth Management first reported a position in TWOU in Q4 2021 and held it in 11 quarters. The position peaked at $4K in Q1 2022. 2 funds tracked by Wall St. Rank hold TWOU as of Q3 2024.

Blue Bell Private Wealth Management reported no remaining 2U Inc position as of Q3 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 3 2U Inc shares in Q3 2024, an estimated $15.
Blue Bell Private Wealth Management first reported a position in 2U Inc in Q4 2021 and held it in 11 quarters.
Blue Bell Private Wealth Management's 2U Inc position peaked at $4K in Q1 2022.
2 funds tracked by Wall St. Rank held 2U Inc as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.