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

TCI 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
2023 Q2	–	Sell	-1	Closed	-$240	–	2395
2023 Q1	$240	Hold	1	–	–	﹤0.01%	2315
2022 Q4	$219	Sell	1 -19	-95%	-$3.77K	﹤0.01%	2324
2022 Q3	$4K	Buy	+20	New	+$5.21K	﹤0.01%	1709
2022 Q1	–	Sell	-7	Closed	-$4K	–	2517
2021 Q4	$4K	Buy	7 +2	+40%	+$1.59K	﹤0.01%	1943
2021 Q3	$5K	Buy	+5	New	+$5.86K	﹤0.01%	1677
2019 Q3	–	Sell	-1	Closed	-$1K	–	1660
2019 Q2	$1K	Sell	1 -1	-50%	-$1.47K	﹤0.01%	1345
2019 Q1	$3K	Hold	2	–	–	﹤0.01%	958
2018 Q4	$2K	Buy	2 +1	+100%	+$1.76K	﹤0.01%	1081
2018 Q3	$2K	Hold	1	–	–	﹤0.01%	1104
2018 Q2	$3K	Hold	1	–	–	﹤0.01%	987
2018 Q1	$3K	Hold	1	–	–	﹤0.01%	893
2017 Q4	$2K	Hold	1	–	–	﹤0.01%	1081
2017 Q3	$2K	Hold	1	–	–	﹤0.01%	1016
2017 Q2	$2K	Hold	1	–	–	﹤0.01%	1044
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	1201
2016 Q4	$1K	Hold	1	–	–	﹤0.01%	1267
2016 Q3	$1K	Hold	1	–	–	﹤0.01%	1254
2016 Q2	$1K	Hold	1	–	–	﹤0.01%	1187
2016 Q1	$1K	Buy	+1	New	+$634	﹤0.01%	1189

Other funds holding TWOU

AIM

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

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's TWOU Position: Q2 2023 in Review

TCI Wealth Advisors sold out of 2U Inc (TWOU) in Q2 2023, closing a stake of 1 share — an estimated $240 sold.

TCI Wealth Advisors first reported a position in TWOU in Q1 2016 and held it in 19 quarters. The position peaked at $5K in Q3 2021. 166 funds tracked by Wall St. Rank hold TWOU as of Q2 2023.

TCI Wealth Advisors reported no remaining 2U Inc position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1 2U Inc share in Q2 2023, an estimated $240.
TCI Wealth Advisors first reported a position in 2U Inc in Q1 2016 and held it in 19 quarters.
TCI Wealth Advisors's 2U Inc position peaked at $5K in Q3 2021.
166 funds tracked by Wall St. Rank held 2U Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.