JWS
TWOU

Juncture Wealth Strategies’s 2U Inc TWOU Stock Holding History

Juncture Wealth Strategies’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
-632
Closed -$637K – 143
2021
Q3 		$637K Buy
632
+41
+7% +$48.1K 0.34% 60
2021
Q2 		$707K Buy
+591
New +$682K 0.41% 56
2019
Q2 		– Sell
-218
Closed -$462K – 128
2019
Q1 		$462K Buy
+218
New +$412K 0.36% 80

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

Juncture Wealth Strategies's TWOU Position: Q4 2021 in Review

Juncture Wealth Strategies sold out of 2U Inc (TWOU) in Q4 2021, closing a stake of 632 shares — an estimated $637K sold.

Juncture Wealth Strategies first reported a position in TWOU in Q1 2019 and held it in 3 quarters. The position peaked at $707K in Q2 2021. 236 funds tracked by Wall St. Rank hold TWOU as of Q4 2021.

  • Juncture Wealth Strategies reported no remaining 2U Inc position as of Q4 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 632 2U Inc shares in Q4 2021, an estimated $637K.
  • Juncture Wealth Strategies first reported a position in 2U Inc in Q1 2019 and held it in 3 quarters.
  • Juncture Wealth Strategies's 2U Inc position peaked at $707K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held 2U Inc as of Q4 2021.

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