MYIA
TWOU

Mount Yale Investment Advisors’s 2U Inc TWOU Stock Holding History

Mount Yale Investment Advisors’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
-209
Closed -$211K – 504
2021
Q3 		$211K Buy
209
+33
+19% +$38.7K 0.02% 439
2021
Q2 		$221K Sell
176
-2
-1% -$2.31K 0.03% 393
2021
Q1 		$205K Buy
+178
New +$226K 0.03% 394

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

Mount Yale Investment Advisors's TWOU Position: Q4 2021 in Review

Mount Yale Investment Advisors sold out of 2U Inc (TWOU) in Q4 2021, closing a stake of 209 shares — an estimated $211K sold.

Mount Yale Investment Advisors first reported a position in TWOU in Q1 2021 and held it in 3 quarters. The position peaked at $221K in Q2 2021. 236 funds tracked by Wall St. Rank hold TWOU as of Q4 2021.

  • Mount Yale Investment Advisors reported no remaining 2U Inc position as of Q4 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 209 2U Inc shares in Q4 2021, an estimated $211K.
  • Mount Yale Investment Advisors first reported a position in 2U Inc in Q1 2021 and held it in 3 quarters.
  • Mount Yale Investment Advisors's 2U Inc position peaked at $221K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held 2U Inc as of Q4 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.