CWP
TWO

Concord Wealth Partners’s Two Harbors Investment TWO Stock Holding History

Concord Wealth 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
2023
Q1 		– Sell
-57
Closed -$899 – 1220
2022
Q4 		$899 Buy
+57
New +$856 ﹤0.01% 1081
2022
Q3 		– Sell
-58
Closed -$1K – 1075
2022
Q2 		$1K Hold
58
– – ﹤0.01% 1203
2022
Q1 		$1K Hold
58
– – ﹤0.01% 1257
2021
Q4 		$1K Buy
+58
New +$1.45K ﹤0.01% 1268

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Concord Wealth Partners's TWO Position: Q1 2023 in Review

Concord Wealth Partners sold out of Two Harbors Investment (TWO) in Q1 2023, closing a stake of 57 shares — an estimated $899 sold.

Concord Wealth Partners first reported a position in TWO in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 208 funds tracked by Wall St. Rank hold TWO as of Q1 2023.

  • Concord Wealth Partners reported no remaining Two Harbors Investment position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 57 Two Harbors Investment shares in Q1 2023, an estimated $899.
  • Concord Wealth Partners first reported a position in Two Harbors Investment in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Two Harbors Investment position peaked at $1K in Q2 2022.
  • 208 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.