CA
TWOU

Clearstead Advisors’s 2U Inc TWOU Stock Holding History

Clearstead 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
2022
Q1 		– Sell
-40
Closed -$24K – 1471
2021
Q4 		$24K Hold
40
– – ﹤0.01% 789
2021
Q3 		$40K Hold
40
– – ﹤0.01% 651
2021
Q2 		$50K Hold
40
– – ﹤0.01% 558
2021
Q1 		$46K Hold
40
– – ﹤0.01% 558
2020
Q4 		$48K Hold
40
– – ﹤0.01% 515
2020
Q3 		$40K Buy
+40
New +$47.6K ﹤0.01% 500

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors's TWOU Position: Q1 2022 in Review

Clearstead Advisors sold out of 2U Inc (TWOU) in Q1 2022, closing a stake of 40 shares — an estimated $24K sold.

Clearstead Advisors first reported a position in TWOU in Q3 2020 and held it in 6 quarters. The position peaked at $50K in Q2 2021. 213 funds tracked by Wall St. Rank hold TWOU as of Q1 2022.

  • Clearstead Advisors reported no remaining 2U Inc position as of Q1 2022 after selling out during the quarter.
  • Clearstead Advisors sold 40 2U Inc shares in Q1 2022, an estimated $24K.
  • Clearstead Advisors first reported a position in 2U Inc in Q3 2020 and held it in 6 quarters.
  • Clearstead Advisors's 2U Inc position peaked at $50K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held 2U Inc as of Q1 2022.

Based on Clearstead Advisors's 13F filing for Q1 2022, filed 4 May 2022.