AWM
TWO

Avior Wealth Management’s Two Harbors Investment TWO Stock Holding History

Avior 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
2025
Q1 		– Sell
-313
Closed -$3.7K – 2219
2024
Q4 		$3.7K Buy
+313
New +$3.79K ﹤0.01% 1969
2024
Q1 		– Sell
-125
Closed -$1.74K – 3871
2023
Q4 		$1.74K Sell
125
-79
-39% -$1.02K ﹤0.01% 1321
2023
Q3 		$2.7K Hold
204
– – ﹤0.01% 1346
2023
Q2 		$2.83K Hold
204
– – ﹤0.01% 1314
2023
Q1 		$3K Buy
+204
New +$3.32K ﹤0.01% 1340
2020
Q2 		– Sell
-250
Closed -$3K – 991
2020
Q1 		$3K Hold
250
– – ﹤0.01% 669
2019
Q4 		$14K Buy
+250
New +$14.2K ﹤0.01% 571

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's TWO Position: Q1 2025 in Review

Avior Wealth Management sold out of Two Harbors Investment (TWO) in Q1 2025, closing a stake of 313 shares — an estimated $3.7K sold.

Avior Wealth Management first reported a position in TWO in Q4 2019 and held it in 7 quarters. The position peaked at $14K in Q4 2019. 220 funds tracked by Wall St. Rank hold TWO as of Q1 2025.

  • Avior Wealth Management reported no remaining Two Harbors Investment position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 313 Two Harbors Investment shares in Q1 2025, an estimated $3.7K.
  • Avior Wealth Management first reported a position in Two Harbors Investment in Q4 2019 and held it in 7 quarters.
  • Avior Wealth Management's Two Harbors Investment position peaked at $14K in Q4 2019.
  • 220 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.