CFA
TWO

Carroll Financial Associates’s Two Harbors Investment TWO Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-1,067
Closed -$27K – 1939
2021
Q3 		$27K Buy
1,067
+533
+100% +$14K ﹤0.01% 916
2021
Q2 		$16K Buy
534
+7
+1% +$208 ﹤0.01% 1152
2021
Q1 		$15K Buy
+527
New +$14.4K ﹤0.01% 1111
2013
Q4 		– Sell
-500
Closed -$38K – 895
2013
Q3 		$38K Hold
500
– – 0.01% 329
2013
Q2 		$41K Buy
+500
New +$45.9K 0.02% 255

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 $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's TWO Position: Q4 2021 in Review

Carroll Financial Associates sold out of Two Harbors Investment (TWO) in Q4 2021, closing a stake of 1,067 shares — an estimated $27K sold.

Carroll Financial Associates first reported a position in TWO in Q2 2013 and held it in 5 quarters. The position peaked at $41K in Q2 2013. 266 funds tracked by Wall St. Rank hold TWO as of Q4 2021.

  • Carroll Financial Associates reported no remaining Two Harbors Investment position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 1,067 Two Harbors Investment shares in Q4 2021, an estimated $27K.
  • Carroll Financial Associates first reported a position in Two Harbors Investment in Q2 2013 and held it in 5 quarters.
  • Carroll Financial Associates's Two Harbors Investment position peaked at $41K in Q2 2013.
  • 266 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.