Heritage Wealth Advisors’s 2U Inc TWOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-36
| Closed | -$185 | – | 630 |
|
|
2024
Q2 | $185 | Sell |
36
-1
| -3% | -$9 | ﹤0.01% | 505 |
|
|
2024
Q1 | $429 | Hold |
37
| – | – | ﹤0.01% | 522 |
|
|
2023
Q4 | $1.35K | Hold |
37
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $2.72K | Hold |
37
| – | – | ﹤0.01% | 455 |
|
|
2023
Q2 | $4.43K | Hold |
37
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $7.54K | Hold |
37
| – | – | ﹤0.01% | 457 |
|
|
2022
Q4 | $6.9K | Hold |
37
| – | – | ﹤0.01% | 470 |
|
|
2022
Q3 | $6.88K | Hold |
37
| – | – | ﹤0.01% | 439 |
|
|
2022
Q2 | $12K | Hold |
37
| – | – | ﹤0.01% | 454 |
|
|
2022
Q1 | $15K | Hold |
37
| – | – | ﹤0.01% | 415 |
|
|
2021
Q4 | $22K | Hold |
37
| – | – | ﹤0.01% | 400 |
|
|
2021
Q3 | $36.9K | Hold |
37
| – | – | ﹤0.01% | 347 |
|
|
2021
Q2 | $45.8K | Hold |
37
| – | – | ﹤0.01% | 332 |
|
|
2021
Q1 | $42.1K | Hold |
37
| – | – | ﹤0.01% | 348 |
|
|
2020
Q4 | $44K | Hold |
37
| – | – | ﹤0.01% | 338 |
|
|
2020
Q3 | $37.2K | Hold |
37
| – | – | ﹤0.01% | 295 |
|
|
2020
Q2 | $41.8K | Hold |
37
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $23.3K | Hold |
37
| – | – | ﹤0.01% | 306 |
|
|
2019
Q4 | $26.4K | Hold |
37
| – | – | ﹤0.01% | 358 |
|
|
2019
Q3 | $17K | Hold |
37
| – | – | ﹤0.01% | 361 |
|
|
2019
Q2 | $41.4K | Hold |
37
| – | – | 0.01% | 276 |
|
|
2019
Q1 | $77.9K | Hold |
37
| – | – | 0.01% | 195 |
|
|
2018
Q4 | $54K | Hold |
37
| – | – | 0.01% | 190 |
|
|
2018
Q3 | $82K | Buy |
+37
| New | +$91.5K | 0.02% | 169 |
|
Other funds holding TWOU
Heritage Wealth Advisors's TWOU Position: Q3 2024 in Review
Heritage Wealth Advisors sold out of 2U Inc (TWOU) in Q3 2024, closing a stake of 36 shares — an estimated $185 sold.
Heritage Wealth Advisors first reported a position in TWOU in Q3 2018 and held it in 24 quarters. The position peaked at $82K in Q3 2018. 2 funds tracked by Wall St. Rank hold TWOU as of Q3 2024.
- Heritage Wealth Advisors reported no remaining 2U Inc position as of Q3 2024 after selling out during the quarter.
- Heritage Wealth Advisors sold 36 2U Inc shares in Q3 2024, an estimated $185.
- Heritage Wealth Advisors first reported a position in 2U Inc in Q3 2018 and held it in 24 quarters.
- Heritage Wealth Advisors's 2U Inc position peaked at $82K in Q3 2018.
- 2 funds tracked by Wall St. Rank held 2U Inc as of Q3 2024.
Based on Heritage Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.