Berman Capital Advisors’s Two Harbors Investment TWO Stock Holding History

Berman Capital 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
2021 Q3	$44K	Buy	1,767 +1,344	+318%	+$35.3K	0.01%	725
2021 Q2	$12K	Buy	423 +7	+2%	+$208	﹤0.01%	1096
2021 Q1	$12K	Buy	416 +1	+0.2%	+$27	﹤0.01%	978
2020 Q4	$10K	Buy	415 +39	+10%	+$926	﹤0.01%	932
2020 Q3	$7K	Buy	376 +62	+20%	+$1.32K	﹤0.01%	940
2020 Q2	$6K	Sell	314 -7	-2%	-$130	﹤0.01%	953
2020 Q1	$4K	Buy	321 +236	+278%	+$12.1K	﹤0.01%	974
2019 Q4	$4K	Hold	85	–	–	﹤0.01%	1048
2019 Q3	$4K	Buy	+85	New	+$4.48K	﹤0.01%	1027

Other funds holding TWO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berman Capital Advisors's TWO Position: Q3 2021 in Review

Berman Capital Advisors increased its Two Harbors Investment (TWO) stake by 318% in Q3 2021, buying an estimated $35.3K and bringing the position to 1,767 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #725.

Berman Capital Advisors first reported a position in TWO in Q3 2019 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold TWO as of Q3 2021.

Berman Capital Advisors held 1,767 shares of Two Harbors Investment worth $44K as of Q3 2021.
Berman Capital Advisors bought 1,344 Two Harbors Investment shares in Q3 2021, an estimated $35.3K.
Two Harbors Investment made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #725 holding.
Berman Capital Advisors first reported a position in Two Harbors Investment in Q3 2019 and has held it in 9 quarters since.
263 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.