Householder Group Estate & Retirement Specialist’s Two Harbors Investment TWO Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-73	Closed	-$1K	–	1169
2024 Q3	$1K	Buy	+73	New	+$995	﹤0.01%	1129
2024 Q2	–	Sell	-173	Closed	-$2.29K	–	1335
2024 Q1	$2.29K	Hold	173	–	–	﹤0.01%	1036
2023 Q4	$2K	Sell	173 -240	-58%	-$3.1K	﹤0.01%	1026
2023 Q3	$5.47K	Buy	+413	New	+$5.53K	﹤0.01%	921
2023 Q1	$20K	Hold	1,335	–	–	0.01%	637
2022 Q4	$21K	Sell	1,335 -3	-0.2%	-$45	0.03%	167
2022 Q3	$17K	Buy	+1,338	New	+$26K	0.01%	618

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TWO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Two Harbors Investment (TWO) in Q4 2024, closing a stake of 73 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in TWO in Q3 2022 and held it in 7 quarters. The position peaked at $21K in Q4 2022. 203 funds tracked by Wall St. Rank hold TWO as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Two Harbors Investment position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 73 Two Harbors Investment shares in Q4 2024, an estimated $1K.
Householder Group Estate & Retirement Specialist first reported a position in Two Harbors Investment in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Two Harbors Investment position peaked at $21K in Q4 2022.
203 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.