CPA
TWO

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

Capital Performance 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
2024
Q4 		– Sell
-50
Closed -$694 – 2512
2024
Q3 		$694 Buy
+50
New +$682 ﹤0.01% 2091

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Capital Performance Advisors's TWO Position: Q4 2024 in Review

Capital Performance Advisors sold out of Two Harbors Investment (TWO) in Q4 2024, closing a stake of 50 shares — an estimated $694 sold.

Capital Performance Advisors first reported a position in TWO in Q3 2024 and held it in 1 quarter. The position peaked at $694 in Q3 2024. 203 funds tracked by Wall St. Rank hold TWO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Two Harbors Investment position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 50 Two Harbors Investment shares in Q4 2024, an estimated $694.
  • Capital Performance Advisors first reported a position in Two Harbors Investment in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Two Harbors Investment position peaked at $694 in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.