EWA
TWOU

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

Exencial 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
2022
Q1 		– Sell
-493
Closed -$297K – 507
2021
Q4 		$297K Sell
493
-59
-11% -$47K 0.01% 393
2021
Q3 		$556K Sell
552
-164
-23% -$192K 0.02% 235
2021
Q2 		$895K Buy
716
+41
+6% +$47.3K 0.05% 245
2021
Q1 		$774K Buy
675
+180
+36% +$228K 0.05% 234
2020
Q4 		$594K Buy
495
+166
+50% +$178K 0.04% 230
2020
Q3 		$334K Buy
+329
New +$391K 0.02% 296

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

Exencial Wealth Advisors's TWOU Position: Q1 2022 in Review

Exencial Wealth Advisors sold out of 2U Inc (TWOU) in Q1 2022, closing a stake of 493 shares — an estimated $297K sold.

Exencial Wealth Advisors first reported a position in TWOU in Q3 2020 and held it in 6 quarters. The position peaked at $895K in Q2 2021. 213 funds tracked by Wall St. Rank hold TWOU as of Q1 2022.

  • Exencial Wealth Advisors reported no remaining 2U Inc position as of Q1 2022 after selling out during the quarter.
  • Exencial Wealth Advisors sold 493 2U Inc shares in Q1 2022, an estimated $297K.
  • Exencial Wealth Advisors first reported a position in 2U Inc in Q3 2020 and held it in 6 quarters.
  • Exencial Wealth Advisors's 2U Inc position peaked at $895K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held 2U Inc as of Q1 2022.

Based on Exencial Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.