PWA
TWOU

Phoenix Wealth Advisors’s 2U Inc TWOU Stock Holding History

Phoenix Wealth 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
Q2 		– Sell
-336
Closed -$408K – 391
2021
Q1 		$408K Sell
336
-275
-45% -$349K 0.32% 62
2020
Q4 		$733K Buy
+611
New +$655K 0.56% 46

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Phoenix Wealth Advisors's TWOU Position: Q2 2021 in Review

Phoenix Wealth Advisors sold out of 2U Inc (TWOU) in Q2 2021, closing a stake of 336 shares — an estimated $408K sold.

Phoenix Wealth Advisors first reported a position in TWOU in Q4 2020 and held it in 2 quarters. The position peaked at $733K in Q4 2020. 271 funds tracked by Wall St. Rank hold TWOU as of Q2 2021.

  • Phoenix Wealth Advisors reported no remaining 2U Inc position as of Q2 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 336 2U Inc shares in Q2 2021, an estimated $408K.
  • Phoenix Wealth Advisors first reported a position in 2U Inc in Q4 2020 and held it in 2 quarters.
  • Phoenix Wealth Advisors's 2U Inc position peaked at $733K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held 2U Inc as of Q2 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.