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

EverSource 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
2024 Q3	–	Sell	-69	Closed	-$254	–	3153
2024 Q2	$185	Sell	69 -1	-1%	-$9	﹤0.01%	2978
2024 Q1	$519	Buy	70 +51	+268%	+$992	﹤0.01%	2710
2023 Q4	$689	Buy	19 +8	+73%	+$391	﹤0.01%	2464
2023 Q3	$803	Hold	11	–	–	﹤0.01%	2302
2023 Q2	$1.31K	Hold	11	–	–	﹤0.01%	2136
2023 Q1	$2.23K	Hold	11	–	–	﹤0.01%	1905
2022 Q4	$2.04K	Buy	+11	New	+$2.18K	﹤0.01%	1908
2022 Q1	–	Sell	-6	Closed	-$3K	–	1887
2021 Q4	$3K	Buy	+6	New	+$4.78K	﹤0.01%	1475

Other funds holding TWOU

NRG

Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

EverSource Wealth Advisors's TWOU Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of 2U Inc (TWOU) in Q3 2024, closing a stake of 69 shares — an estimated $254 sold.

EverSource Wealth Advisors first reported a position in TWOU in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 2 funds tracked by Wall St. Rank hold TWOU as of Q3 2024.

EverSource Wealth Advisors reported no remaining 2U Inc position as of Q3 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 69 2U Inc shares in Q3 2024, an estimated $254.
EverSource Wealth Advisors first reported a position in 2U Inc in Q4 2021 and held it in 8 quarters.
EverSource Wealth Advisors's 2U Inc position peaked at $3K in Q4 2021.
2 funds tracked by Wall St. Rank held 2U Inc as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.