AWS
TWO

Atria Wealth Solutions’s Two Harbors Investment TWO Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-14,584
Closed -$290K – 1859
2022
Q2 		$290K Buy
14,584
+2,903
+25% +$58.7K 0.01% 1230
2022
Q1 		$258K Buy
+11,681
New +$254K ﹤0.01% 1406

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atria Wealth Solutions's TWO Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Two Harbors Investment (TWO) in Q3 2022, closing a stake of 14,584 shares — an estimated $290K sold.

Atria Wealth Solutions first reported a position in TWO in Q1 2022 and held it in 2 quarters. The position peaked at $290K in Q2 2022. 240 funds tracked by Wall St. Rank hold TWO as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Two Harbors Investment position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,584 Two Harbors Investment shares in Q3 2022, an estimated $290K.
  • Atria Wealth Solutions first reported a position in Two Harbors Investment in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Two Harbors Investment position peaked at $290K in Q2 2022.
  • 240 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.