EWM
TWOU

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

Executive 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
2019
Q3 		– Sell
-8
Closed -$9K – 851
2019
Q2 		$9K Hold
8
– – ﹤0.01% 642
2019
Q1 		$16K Hold
8
– – ﹤0.01% 470
2018
Q4 		$11K Buy
+8
New +$14.1K ﹤0.01% 556

Other funds holding TWOU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Executive Wealth Management's TWOU Position: Q3 2019 in Review

Executive Wealth Management sold out of 2U Inc (TWOU) in Q3 2019, closing a stake of 8 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in TWOU in Q4 2018 and held it in 3 quarters. The position peaked at $16K in Q1 2019. 179 funds tracked by Wall St. Rank hold TWOU as of Q3 2019.

  • Executive Wealth Management reported no remaining 2U Inc position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 8 2U Inc shares in Q3 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in 2U Inc in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's 2U Inc position peaked at $16K in Q1 2019.
  • 179 funds tracked by Wall St. Rank held 2U Inc as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.