BAM
TWO

Belpointe Asset Management’s Two Harbors Investment TWO Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,516
Closed -$22.3K – 3183
2023
Q1 		$22.3K Buy
+1,516
New +$24.6K ﹤0.01% 2251
2020
Q1 		– Sell
-9,202
Closed -$538K – 782
2019
Q4 		$538K Buy
9,202
+7
+0.1% +$397 0.07% 313
2019
Q3 		$483K Buy
9,195
+1,041
+13% +$54.9K 0.08% 290
2019
Q2 		$413K Sell
8,154
-381
-4% -$20K 0.08% 272
2019
Q1 		$462K Buy
8,535
+30
+0.4% +$1.68K 0.09% 175
2018
Q4 		$437K Sell
8,505
-71
-0.8% -$4.05K 0.11% 199
2018
Q3 		$512K Buy
8,576
+1,060
+14% +$66.1K 0.08% 255
2018
Q2 		$475K Hold
7,516
– – 0.13% 174
2018
Q1 		$462K Sell
7,516
-664
-8% -$40.8K 0.13% 179
2017
Q4 		$532K Buy
+8,180
New +$573K 0.12% 204

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Belpointe Asset Management's TWO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Two Harbors Investment (TWO) in Q2 2023, closing a stake of 1,516 shares — an estimated $22.3K sold.

Belpointe Asset Management first reported a position in TWO in Q4 2017 and held it in 10 quarters. The position peaked at $538K in Q4 2019. 191 funds tracked by Wall St. Rank hold TWO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Two Harbors Investment position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,516 Two Harbors Investment shares in Q2 2023, an estimated $22.3K.
  • Belpointe Asset Management first reported a position in Two Harbors Investment in Q4 2017 and held it in 10 quarters.
  • Belpointe Asset Management's Two Harbors Investment position peaked at $538K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.