BIA
TWO

Bell Investment Advisors’s Two Harbors Investment TWO Stock Holding History

Bell Investment Advisors’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
2023
Q4 		– Sell
-14
Closed -$186 – 2000
2023
Q3 		$186 Sell
14
-24
-63% -$322 ﹤0.01% 1901
2023
Q2 		$528 Sell
38
-36
-49% -$475 ﹤0.01% 1827
2023
Q1 		$1.09K Sell
74
-66
-47% -$1.07K ﹤0.01% 1534
2022
Q4 		$2.21K Sell
140
-46
-25% -$691 ﹤0.01% 1233
2022
Q3 		$2K Buy
186
+59
+46% +$1.15K ﹤0.01% 1234
2022
Q2 		$3K Buy
+127
New +$2.57K ﹤0.01% 1028
2021
Q4 		$3K Sell
146
-198
-58% -$4.94K ﹤0.01% 1042
2021
Q3 		$9K Buy
+344
New +$9.03K ﹤0.01% 497

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell Investment Advisors's TWO Position: Q4 2023 in Review

Bell Investment Advisors sold out of Two Harbors Investment (TWO) in Q4 2023, closing a stake of 14 shares — an estimated $186 sold.

Bell Investment Advisors first reported a position in TWO in Q3 2021 and held it in 8 quarters. The position peaked at $9K in Q3 2021. 218 funds tracked by Wall St. Rank hold TWO as of Q4 2023.

  • Bell Investment Advisors reported no remaining Two Harbors Investment position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 14 Two Harbors Investment shares in Q4 2023, an estimated $186.
  • Bell Investment Advisors first reported a position in Two Harbors Investment in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's Two Harbors Investment position peaked at $9K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.