Cerity Partners
TWO

Cerity Partners’s Two Harbors Investment TWO Stock Holding History

Cerity Partners’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
-12,432
Closed -$173K – 2597
2024
Q3 		$173K Buy
+12,432
New +$170K ﹤0.01% 2353
2022
Q3 		– Sell
-3,027
Closed -$60K – 1266
2022
Q2 		$60K Buy
+3,027
New +$61.3K ﹤0.01% 1148
2022
Q1 		– Sell
-3,034
Closed -$69K – 1112
2021
Q4 		$69K Buy
+3,034
New +$75.7K ﹤0.01% 995
2020
Q2 		– Sell
-12,025
Closed -$183K – 487
2020
Q1 		$183K Sell
12,025
-20
-0.2% -$1.02K 0.01% 411
2019
Q4 		$704K Buy
+12,045
New +$683K 0.04% 285

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

Cerity Partners's TWO Position: Q4 2024 in Review

Cerity Partners sold out of Two Harbors Investment (TWO) in Q4 2024, closing a stake of 12,432 shares — an estimated $173K sold.

Cerity Partners first reported a position in TWO in Q4 2019 and held it in 5 quarters. The position peaked at $704K in Q4 2019. 203 funds tracked by Wall St. Rank hold TWO as of Q4 2024.

  • Cerity Partners reported no remaining Two Harbors Investment position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 12,432 Two Harbors Investment shares in Q4 2024, an estimated $173K.
  • Cerity Partners first reported a position in Two Harbors Investment in Q4 2019 and held it in 5 quarters.
  • Cerity Partners's Two Harbors Investment position peaked at $704K in Q4 2019.
  • 203 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.