EWM
TWOU

Edge Wealth Management’s 2U Inc TWOU Stock Holding History

Edge 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
2020
Q3 		– Sell
-183
Closed -$209K – 644
2020
Q2 		$209K Hold
183
– – 0.04% 136
2020
Q1 		$113K Sell
183
-17
-9% -$11.5K 0.02% 168
2019
Q4 		$144K Sell
200
-27
-12% -$16.8K 0.03% 164
2019
Q3 		$110K Buy
+227
New +$163K 0.03% 181

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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Edge Wealth Management's TWOU Position: Q3 2020 in Review

Edge Wealth Management sold out of 2U Inc (TWOU) in Q3 2020, closing a stake of 183 shares — an estimated $209K sold.

Edge Wealth Management first reported a position in TWOU in Q3 2019 and held it in 4 quarters. The position peaked at $209K in Q2 2020. 254 funds tracked by Wall St. Rank hold TWOU as of Q3 2020.

  • Edge Wealth Management reported no remaining 2U Inc position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 183 2U Inc shares in Q3 2020, an estimated $209K.
  • Edge Wealth Management first reported a position in 2U Inc in Q3 2019 and held it in 4 quarters.
  • Edge Wealth Management's 2U Inc position peaked at $209K in Q2 2020.
  • 254 funds tracked by Wall St. Rank held 2U Inc as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.