GWS
TWO

Glassman Wealth Services’s Two Harbors Investment TWO Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-2,761
Closed -$38.5K – 1699
2023
Q4 		$38.5K Buy
2,761
+62
+2% +$801 0.01% 517
2023
Q3 		$35.7K Buy
2,699
+2,642
+4,635% +$35.4K 0.01% 501
2023
Q2 		$791 Sell
57
-7
-11% -$92 ﹤0.01% 1512
2023
Q1 		$941 Sell
64
-2,372
-97% -$38.6K ﹤0.01% 1455
2022
Q4 		$38.4K Buy
2,436
+163
+7% +$2.45K 0.01% 484
2022
Q3 		$30K Buy
2,273
+77
+4% +$1.5K 0.01% 516
2022
Q2 		$44K Buy
2,196
+74
+3% +$1.5K 0.01% 425
2022
Q1 		$47K Buy
+2,122
New +$46.1K 0.01% 414
2020
Q2 		– Sell
-29
Closed – – 1546
2020
Q1 		$0 Buy
29
+27
+1,350% +$1.38K ﹤0.01% 1579
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1493
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1376
2019
Q2 		$0 Buy
+2
New +$105 ﹤0.01% 1369
2018
Q4 		– Sell
-4
Closed – – 989
2018
Q3 		$0 Hold
4
– – ﹤0.01% 966
2018
Q2 		$0 Hold
4
– – ﹤0.01% 965
2018
Q1 		$0 Buy
+4
New +$246 ﹤0.01% 929

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glassman Wealth Services's TWO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Two Harbors Investment (TWO) in Q1 2024, closing a stake of 2,761 shares — an estimated $38.5K sold.

Glassman Wealth Services first reported a position in TWO in Q1 2018 and held it in 15 quarters. The position peaked at $47K in Q1 2022. 192 funds tracked by Wall St. Rank hold TWO as of Q1 2024.

  • Glassman Wealth Services reported no remaining Two Harbors Investment position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2,761 Two Harbors Investment shares in Q1 2024, an estimated $38.5K.
  • Glassman Wealth Services first reported a position in Two Harbors Investment in Q1 2018 and held it in 15 quarters.
  • Glassman Wealth Services's Two Harbors Investment position peaked at $47K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.