Kore Private Wealth’s 2U Inc TWOU Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-2,500	Closed	-$785K	–	322
2022 Q2	$785K	Hold	2,500	–	–	0.12%	119
2022 Q1	$996K	Hold	2,500	–	–	0.13%	119
2021 Q4	$1.5M	Hold	2,500	–	–	0.18%	85
2021 Q3	$2.52M	Hold	2,500	–	–	0.26%	71
2021 Q2	$3.13M	Hold	2,500	–	–	0.35%	55
2021 Q1	$2.87M	Hold	2,500	–	–	0.39%	52
2020 Q4	$3M	Hold	2,500	–	–	0.46%	45
2020 Q3	$2.54M	Hold	2,500	–	–	0.49%	46
2020 Q2	$2.85M	Hold	2,500	–	–	0.58%	38
2020 Q1	$1.59M	Hold	2,500	–	–	0.38%	57
2019 Q4	$1.8M	Hold	2,500	–	–	0.34%	59
2019 Q3	$1.22M	Buy	+2,500	New	+$1.8M	0.27%	77

Other funds holding TWOU

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Kore Private Wealth's TWOU Position: Q3 2022 in Review

Kore Private Wealth sold out of 2U Inc (TWOU) in Q3 2022, closing a stake of 2,500 shares — an estimated $785K sold.

Kore Private Wealth first reported a position in TWOU in Q3 2019 and held it in 12 quarters. The position peaked at $3.13M in Q2 2021. 197 funds tracked by Wall St. Rank hold TWOU as of Q3 2022.

Kore Private Wealth reported no remaining 2U Inc position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 2,500 2U Inc shares in Q3 2022, an estimated $785K.
Kore Private Wealth first reported a position in 2U Inc in Q3 2019 and held it in 12 quarters.
Kore Private Wealth's 2U Inc position peaked at $3.13M in Q2 2021.
197 funds tracked by Wall St. Rank held 2U Inc as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.