AWS
TWO

AJ Wealth Strategies’s Two Harbors Investment TWO Stock Holding History

AJ Wealth Strategies’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
2022
Q4 		– Sell
-5,005
Closed -$66K – 333
2022
Q3 		$66K Hold
5,005
– – ﹤0.01% 295
2022
Q2 		$100K Sell
5,005
-1,089
-18% -$22K 0.01% 293
2022
Q1 		$135K Hold
6,094
– – 0.01% 304
2021
Q4 		$141K Hold
6,094
– – 0.01% 292
2021
Q3 		$155K Sell
6,094
-4,279
-41% -$112K 0.01% 278
2021
Q2 		$314K Hold
10,373
– – 0.02% 224
2021
Q1 		$304K Buy
10,373
+6,094
+142% +$167K 0.02% 210
2020
Q4 		$109K Hold
4,279
– – 0.01% 232
2020
Q3 		$87K Hold
4,279
– – 0.01% 215
2020
Q2 		$86K Buy
+4,279
New +$79.5K 0.01% 196

Other funds holding TWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AJ Wealth Strategies's TWO Position: Q4 2022 in Review

AJ Wealth Strategies sold out of Two Harbors Investment (TWO) in Q4 2022, closing a stake of 5,005 shares — an estimated $66K sold.

AJ Wealth Strategies first reported a position in TWO in Q2 2020 and held it in 10 quarters. The position peaked at $314K in Q2 2021. 195 funds tracked by Wall St. Rank hold TWO as of Q4 2022.

  • AJ Wealth Strategies reported no remaining Two Harbors Investment position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 5,005 Two Harbors Investment shares in Q4 2022, an estimated $66K.
  • AJ Wealth Strategies first reported a position in Two Harbors Investment in Q2 2020 and held it in 10 quarters.
  • AJ Wealth Strategies's Two Harbors Investment position peaked at $314K in Q2 2021.
  • 195 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.