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AWM
TWO
AE Wealth Management’s
Two Harbors Investment
TWO
Stock Holding History
AE Wealth Management’s Portfolio
TWO Stock Details
TWO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$134K
Buy
+11,719
New
+$131K
﹤0.01%
1711
2024
Q1
–
Sell
-12,195
Closed
-$165K
–
1926
2023
Q4
$165K
Sell
12,195
-4,825
-28%
-$62.3K
﹤0.01%
1907
2023
Q3
$225K
Buy
17,020
+1,113
+7%
+$14.9K
﹤0.01%
1736
2023
Q2
$221K
Buy
15,907
+71
+0.4%
+$936
﹤0.01%
1711
2023
Q1
$233K
Buy
15,836
+686
+5%
+$11.2K
﹤0.01%
1669
2022
Q4
$239K
Buy
15,150
+42
+0.3%
+$631
﹤0.01%
1600
2022
Q3
$201K
Sell
15,108
-62
-0.4%
-$1.2K
﹤0.01%
1610
2022
Q2
$302K
Sell
15,170
-228
-1%
-$4.61K
﹤0.01%
1436
2022
Q1
$341K
Sell
15,398
-2,454
-14%
-$53.3K
﹤0.01%
1371
2021
Q4
$412K
Buy
17,852
+1,367
+8%
+$34.1K
﹤0.01%
1335
2021
Q3
$418K
Buy
16,485
+11,863
+257%
+$311K
﹤0.01%
1244
2021
Q2
$140K
Buy
+4,622
New
+$138K
﹤0.01%
1520
2020
Q3
–
Sell
-10,953
Closed
-$221K
–
1382
2020
Q2
$221K
Buy
10,953
+5,782
+112%
+$107K
﹤0.01%
1123
2020
Q1
$79K
Sell
5,171
-972
-16%
-$49.6K
﹤0.01%
1053
2019
Q4
$359K
Buy
6,143
+17
+0.3%
+$964
0.01%
839
2019
Q3
$322K
Buy
6,126
+540
+10%
+$28.5K
0.01%
760
2019
Q2
$283K
Buy
+5,586
New
+$293K
0.01%
773
Other funds holding TWO
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
SGCM
Sand Grove Capital Management
London, United Kingdom
$428M AUM
131.11%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
AA
AQR Arbitrage
Greenwich, Connecticut
$6.09B AUM
27.01%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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