CWP
TWOU

Concord Wealth Partners’s 2U Inc TWOU Stock Holding History

Concord Wealth Partners’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
Q1 		– Hold
0
– -$82 – 1258
2022
Q4 		– Hold
0
– – – 1231
2022
Q3 		– Sell
-11
Closed -$3K – 1232
2022
Q2 		$3K Sell
11
-8
-42% -$2.47K ﹤0.01% 977
2022
Q1 		$7K Buy
19
+4
+27% +$1.61K ﹤0.01% 853
2021
Q4 		$9K Buy
15
+3
+25% +$2.39K ﹤0.01% 822
2021
Q3 		$12K Sell
12
-4
-25% -$4.69K ﹤0.01% 451
2021
Q2 		$20K Sell
16
-4
-20% -$4.62K 0.01% 506
2021
Q1 		$23K Buy
20
+18
+900% +$22.8K 0.01% 462
2020
Q4 		$2K Buy
+2
New +$2.14K ﹤0.01% 577

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concord Wealth Partners's TWOU Position: Q1 2023 in Review

Concord Wealth Partners held its 2U Inc (TWOU) position steady in Q1 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Concord Wealth Partners first reported a position in TWOU in Q4 2020 and has held it in 7 quarters since. The position peaked at $23K in Q1 2021. 175 funds tracked by Wall St. Rank hold TWOU as of Q1 2023.

  • Concord Wealth Partners held 0 shares of 2U Inc worth $0 as of Q1 2023.
  • Concord Wealth Partners left its 2U Inc share count unchanged in Q1 2023.
  • 2U Inc made up ﹤0.01% of Concord Wealth Partners's portfolio in Q1 2023, its #1258 holding.
  • Concord Wealth Partners first reported a position in 2U Inc in Q4 2020 and has held it in 7 quarters since.
  • Concord Wealth Partners's 2U Inc position peaked at $23K in Q1 2021.
  • 175 funds tracked by Wall St. Rank held 2U Inc as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.