EI
TWO

Ellevest Inc’s Two Harbors Investment TWO Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-175
Closed -$2.57K – 1534
2023
Q1 		$2.57K Sell
175
-5
-3% -$81 ﹤0.01% 1394
2022
Q4 		$2.84K Sell
180
-1
-0.6% -$15 ﹤0.01% 1316
2022
Q3 		$2K Sell
181
-208
-53% -$4.04K ﹤0.01% 1381
2022
Q2 		$8K Buy
389
+206
+113% +$4.17K ﹤0.01% 943
2022
Q1 		$4K Sell
183
-124
-40% -$2.7K ﹤0.01% 1100
2021
Q4 		$7K Buy
307
+87
+40% +$2.17K ﹤0.01% 938
2021
Q3 		$6K Sell
220
-430
-66% -$11.3K ﹤0.01% 936
2021
Q2 		$20K Buy
650
+483
+289% +$14.4K ﹤0.01% 645
2021
Q1 		$5K Sell
167
-7
-4% -$192 ﹤0.01% 916
2020
Q4 		$4K Sell
174
-6
-3% -$142 ﹤0.01% 877
2020
Q3 		$4K Sell
180
-531
-75% -$11.3K ﹤0.01% 816
2020
Q2 		$14K Buy
711
+473
+199% +$8.78K ﹤0.01% 556
2020
Q1 		$4K Buy
+238
New +$12.2K ﹤0.01% 684

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ellevest Inc's TWO Position: Q2 2023 in Review

Ellevest Inc sold out of Two Harbors Investment (TWO) in Q2 2023, closing a stake of 175 shares — an estimated $2.57K sold.

Ellevest Inc first reported a position in TWO in Q1 2020 and held it in 13 quarters. The position peaked at $20K in Q2 2021. 191 funds tracked by Wall St. Rank hold TWO as of Q2 2023.

  • Ellevest Inc reported no remaining Two Harbors Investment position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 175 Two Harbors Investment shares in Q2 2023, an estimated $2.57K.
  • Ellevest Inc first reported a position in Two Harbors Investment in Q1 2020 and held it in 13 quarters.
  • Ellevest Inc's Two Harbors Investment position peaked at $20K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.