AWE
TWO

Avidian Wealth Enterprises’s Two Harbors Investment TWO Stock Holding History

Avidian Wealth Enterprises’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
-2,711
Closed -$36K – 478
2022
Q3 		$36K Hold
2,711
– – ﹤0.01% 416
2022
Q2 		$54K Hold
2,711
– – ﹤0.01% 442
2022
Q1 		$60K Hold
2,711
– – ﹤0.01% 481
2021
Q4 		$63K Buy
2,711
+51
+2% +$1.27K ﹤0.01% 518
2021
Q3 		$67K Buy
+2,660
New +$69.8K 0.01% 380

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 $67.7B AUM 51.91% 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

Avidian Wealth Enterprises's TWO Position: Q4 2022 in Review

Avidian Wealth Enterprises sold out of Two Harbors Investment (TWO) in Q4 2022, closing a stake of 2,711 shares — an estimated $36K sold.

Avidian Wealth Enterprises first reported a position in TWO in Q3 2021 and held it in 5 quarters. The position peaked at $67K in Q3 2021. 195 funds tracked by Wall St. Rank hold TWO as of Q4 2022.

  • Avidian Wealth Enterprises reported no remaining Two Harbors Investment position as of Q4 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,711 Two Harbors Investment shares in Q4 2022, an estimated $36K.
  • Avidian Wealth Enterprises first reported a position in Two Harbors Investment in Q3 2021 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Two Harbors Investment position peaked at $67K in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2022, filed 6 Feb 2023.