IWP
TWOU

Icon Wealth Partners’s 2U Inc TWOU Stock Holding History

Icon Wealth Partners’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
2021
Q4 		– Sell
-699
Closed -$704K – 350
2021
Q3 		$704K Buy
699
+38
+6% +$44.5K 0.07% 189
2021
Q2 		$826K Buy
661
+346
+110% +$399K 0.09% 170
2021
Q1 		$361K Buy
315
+69
+28% +$87.5K 0.05% 248
2020
Q4 		$296K Buy
+246
New +$264K 0.05% 230
2019
Q2 		– Sell
-26
Closed -$55K – 813
2019
Q1 		$55K Buy
+26
New +$49.1K 0.02% 348
2018
Q3 		– Sell
-15
Closed -$36K – 754
2018
Q2 		$36K Buy
+15
New +$39.8K 0.02% 461
2018
Q1 		– Sell
-15
Closed -$28K – 769
2017
Q4 		$28K Buy
+15
New +$28.2K 0.01% 544

Other funds holding TWOU

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
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
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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Icon Wealth Partners's TWOU Position: Q4 2021 in Review

Icon Wealth Partners sold out of 2U Inc (TWOU) in Q4 2021, closing a stake of 699 shares — an estimated $704K sold.

Icon Wealth Partners first reported a position in TWOU in Q4 2017 and held it in 7 quarters. The position peaked at $826K in Q2 2021. 236 funds tracked by Wall St. Rank hold TWOU as of Q4 2021.

  • Icon Wealth Partners reported no remaining 2U Inc position as of Q4 2021 after selling out during the quarter.
  • Icon Wealth Partners sold 699 2U Inc shares in Q4 2021, an estimated $704K.
  • Icon Wealth Partners first reported a position in 2U Inc in Q4 2017 and held it in 7 quarters.
  • Icon Wealth Partners's 2U Inc position peaked at $826K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held 2U Inc as of Q4 2021.

Based on Icon Wealth Partners's 13F filing for Q4 2021, filed 19 Jan 2022.