NFG
TWOU

Next Financial Group’s 2U Inc TWOU Stock Holding History

Next Financial Group’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 		$163K Buy
271
+35
+15% +$27.9K 0.01% 977
2021
Q3 		$237K Buy
236
+3
+1% +$3.52K 0.02% 759
2021
Q2 		$292K Sell
233
-1
-0.4% -$1.15K 0.02% 692
2021
Q1 		$268K Buy
234
+143
+157% +$181K 0.02% 668
2020
Q4 		$109K Buy
91
+16
+21% +$17.2K 0.01% 930
2020
Q3 		$76K Buy
+75
New +$89.2K 0.01% 966
2020
Q2 		– Sell
-58
Closed -$37K – 1964
2020
Q1 		$37K Sell
58
-3
-5% -$2.03K ﹤0.01% 1085
2019
Q4 		$44K Buy
61
+6
+11% +$3.73K ﹤0.01% 1242
2019
Q3 		$27K Sell
55
-1
-2% -$718 ﹤0.01% 1334
2019
Q2 		$64K Buy
56
+16
+40% +$23.6K 0.01% 1088
2019
Q1 		$85K Buy
40
+29
+264% +$54.8K 0.02% 582
2018
Q4 		$16K Buy
+11
New +$19.3K ﹤0.01% 1187

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

Next Financial Group's TWOU Position: Q4 2021 in Review

Next Financial Group increased its 2U Inc (TWOU) stake by 15% in Q4 2021, buying an estimated $27.9K and bringing the position to 271 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #977.

Next Financial Group first reported a position in TWOU in Q4 2018 and has held it in 12 quarters since. The position peaked at $292K in Q2 2021. 236 funds tracked by Wall St. Rank hold TWOU as of Q4 2021.

  • Next Financial Group held 271 shares of 2U Inc worth $163K as of Q4 2021.
  • Next Financial Group bought 35 2U Inc shares in Q4 2021, an estimated $27.9K.
  • 2U Inc made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #977 holding.
  • Next Financial Group first reported a position in 2U Inc in Q4 2018 and has held it in 12 quarters since.
  • Next Financial Group's 2U Inc position peaked at $292K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held 2U Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.