GSWM
TWOU

Golden State Wealth Management’s 2U Inc TWOU Stock Holding History

Golden State 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
Q4 		– Sell
-47
Closed -$47K – 434
2020
Q3 		$47K Buy
+47
New +$55.9K 0.02% 335
2020
Q2 		– Sell
-3
Closed -$2K – 964
2020
Q1 		$2K Buy
+3
New +$2.03K ﹤0.01% 885
2019
Q4 		– Sell
-3
Closed -$1K – 1019
2019
Q3 		$1K Hold
3
– – ﹤0.01% 1052
2019
Q2 		$2K Hold
3
– – ﹤0.01% 1006
2019
Q1 		$5K Buy
+3
New +$5.67K ﹤0.01% 916

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Golden State Wealth Management's TWOU Position: Q4 2020 in Review

Golden State Wealth Management sold out of 2U Inc (TWOU) in Q4 2020, closing a stake of 47 shares — an estimated $47K sold.

Golden State Wealth Management first reported a position in TWOU in Q1 2019 and held it in 5 quarters. The position peaked at $47K in Q3 2020. 261 funds tracked by Wall St. Rank hold TWOU as of Q4 2020.

  • Golden State Wealth Management reported no remaining 2U Inc position as of Q4 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 47 2U Inc shares in Q4 2020, an estimated $47K.
  • Golden State Wealth Management first reported a position in 2U Inc in Q1 2019 and held it in 5 quarters.
  • Golden State Wealth Management's 2U Inc position peaked at $47K in Q3 2020.
  • 261 funds tracked by Wall St. Rank held 2U Inc as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.