CWA
TWOU

Carolina Wealth Advisors’s 2U Inc TWOU Stock Holding History

Carolina Wealth Advisors’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
2023
Q3 		– Sell
-2,040
Closed -$247K – 289
2023
Q2 		$247K Buy
2,040
+137
+7% +$18.2K 0.15% 63
2023
Q1 		$391K Buy
+1,903
New +$476K 0.23% 62

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carolina Wealth Advisors's TWOU Position: Q3 2023 in Review

Carolina Wealth Advisors sold out of 2U Inc (TWOU) in Q3 2023, closing a stake of 2,040 shares — an estimated $247K sold.

Carolina Wealth Advisors first reported a position in TWOU in Q1 2023 and held it in 2 quarters. The position peaked at $391K in Q1 2023. 155 funds tracked by Wall St. Rank hold TWOU as of Q3 2023.

  • Carolina Wealth Advisors reported no remaining 2U Inc position as of Q3 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,040 2U Inc shares in Q3 2023, an estimated $247K.
  • Carolina Wealth Advisors first reported a position in 2U Inc in Q1 2023 and held it in 2 quarters.
  • Carolina Wealth Advisors's 2U Inc position peaked at $391K in Q1 2023.
  • 155 funds tracked by Wall St. Rank held 2U Inc as of Q3 2023.

Based on Carolina Wealth Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.