Gradient Investments’s Two Harbors Investment TWO Stock Holding History

Gradient Investments’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	-213	Closed	-$3.36K	–	1639
2022 Q4	$3.36K	Buy	+213	New	+$3.2K	﹤0.01%	1003
2022 Q1	–	Sell	-10	Closed	–	–	1341
2021 Q4	$0	Sell	10 -28	-74%	-$698	﹤0.01%	1330
2021 Q3	$1K	Hold	38	–	–	﹤0.01%	1112
2021 Q2	$1K	Hold	38	–	–	﹤0.01%	1113
2021 Q1	$1K	Hold	38	–	–	﹤0.01%	1116
2020 Q4	$1K	Hold	38	–	–	﹤0.01%	1094
2020 Q3	$1K	Buy	+38	New	+$807	﹤0.01%	1099
2020 Q2	–	Sell	-2	Closed	–	–	1202
2020 Q1	$0	Buy	+2	New	+$102	﹤0.01%	1241
2019 Q1	–	Sell	-181	Closed	-$9K	–	1004
2018 Q4	$9K	Buy	+181	New	+$10.3K	﹤0.01%	612
2015 Q2	–	Sell	-11	Closed	-$1K	–	721
2015 Q1	$1K	Sell	11 -23	-68%	-$1.91K	﹤0.01%	603
2014 Q4	$3K	Buy	+34	New	+$2.76K	﹤0.01%	466

Other funds holding TWO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gradient Investments's TWO Position: Q1 2023 in Review

Gradient Investments sold out of Two Harbors Investment (TWO) in Q1 2023, closing a stake of 213 shares — an estimated $3.36K sold.

Gradient Investments first reported a position in TWO in Q4 2014 and held it in 11 quarters. The position peaked at $9K in Q4 2018. 208 funds tracked by Wall St. Rank hold TWO as of Q1 2023.

Gradient Investments reported no remaining Two Harbors Investment position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 213 Two Harbors Investment shares in Q1 2023, an estimated $3.36K.
Gradient Investments first reported a position in Two Harbors Investment in Q4 2014 and held it in 11 quarters.
Gradient Investments's Two Harbors Investment position peaked at $9K in Q4 2018.
208 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.