SWM
TWOU

Spire Wealth Management’s 2U Inc TWOU Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-3
Closed -$2K – 2949
2021
Q4 		$2K Hold
3
– – ﹤0.01% 2827
2021
Q3 		$3K Hold
3
– – ﹤0.01% 2427
2021
Q2 		$3K Sell
3
-2
-40% -$2.31K ﹤0.01% 2446
2021
Q1 		$7K Buy
+5
New +$6.34K ﹤0.01% 2549

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spire Wealth Management's TWOU Position: Q1 2022 in Review

Spire Wealth Management sold out of 2U Inc (TWOU) in Q1 2022, closing a stake of 3 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in TWOU in Q1 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 213 funds tracked by Wall St. Rank hold TWOU as of Q1 2022.

  • Spire Wealth Management reported no remaining 2U Inc position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 3 2U Inc shares in Q1 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in 2U Inc in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's 2U Inc position peaked at $7K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held 2U Inc as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.