HWMA
TWOU

Heritage Wealth Management (Arizona)’s 2U Inc TWOU Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-3
Closed -$1K – 1072
2022
Q1 		$1K Buy
+3
New +$1.21K ﹤0.01% 967
2021
Q3 		$141K Sell
140
-7
-5% -$8.2K 0.05% 276
2021
Q2 		$184K Buy
147
+24
+20% +$27.7K 0.07% 238
2021
Q1 		$141K Buy
+123
New +$156K 0.08% 207

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TWOU Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of 2U Inc (TWOU) in Q2 2022, closing a stake of 3 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in TWOU in Q1 2021 and held it in 4 quarters. The position peaked at $184K in Q2 2021. 187 funds tracked by Wall St. Rank hold TWOU as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining 2U Inc position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 3 2U Inc shares in Q2 2022, an estimated $1K.
  • Heritage Wealth Management (Arizona) first reported a position in 2U Inc in Q1 2021 and held it in 4 quarters.
  • Heritage Wealth Management (Arizona)'s 2U Inc position peaked at $184K in Q2 2021.
  • 187 funds tracked by Wall St. Rank held 2U Inc as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.