CWS
TWOU

Confluence Wealth Services’s 2U Inc TWOU Stock Holding History

Confluence Wealth Services’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
-17
Closed -$10K – 1236
2021
Q4 		$10K Buy
+17
New +$13.5K ﹤0.01% 934

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

Confluence Wealth Services's TWOU Position: Q1 2022 in Review

Confluence Wealth Services sold out of 2U Inc (TWOU) in Q1 2022, closing a stake of 17 shares — an estimated $10K sold.

Confluence Wealth Services first reported a position in TWOU in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 213 funds tracked by Wall St. Rank hold TWOU as of Q1 2022.

  • Confluence Wealth Services reported no remaining 2U Inc position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 17 2U Inc shares in Q1 2022, an estimated $10K.
  • Confluence Wealth Services first reported a position in 2U Inc in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's 2U Inc position peaked at $10K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held 2U Inc as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.