EWA
TWO

EP Wealth Advisors’s Two Harbors Investment TWO Stock Holding History

EP Wealth 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
2023
Q2 		– Sell
-15,060
Closed -$5.87K – 725
2023
Q1 		$5.87K Buy
+15,060
New +$245K ﹤0.01% 625

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

EP Wealth Advisors's TWO Position: Q2 2023 in Review

EP Wealth Advisors sold out of Two Harbors Investment (TWO) in Q2 2023, closing a stake of 15,060 shares — an estimated $5.87K sold.

EP Wealth Advisors first reported a position in TWO in Q1 2023 and held it in 1 quarter. The position peaked at $5.87K in Q1 2023. 191 funds tracked by Wall St. Rank hold TWO as of Q2 2023.

  • EP Wealth Advisors reported no remaining Two Harbors Investment position as of Q2 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 15,060 Two Harbors Investment shares in Q2 2023, an estimated $5.87K.
  • EP Wealth Advisors first reported a position in Two Harbors Investment in Q1 2023 and held it in 1 quarter.
  • EP Wealth Advisors's Two Harbors Investment position peaked at $5.87K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2023.

Based on EP Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.