JWCA
TWO

J.W. Cole Advisors’s Two Harbors Investment TWO Stock Holding History

J.W. Cole 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
2022
Q4 		– Sell
-2,913
Closed -$39K – 770
2022
Q3 		$39K Buy
2,913
+91
+3% +$1.77K ﹤0.01% 713
2022
Q2 		$56K Buy
2,822
+98
+4% +$1.98K ﹤0.01% 716
2022
Q1 		$60K Sell
2,724
-3,543
-57% -$77K ﹤0.01% 794
2021
Q4 		$145K Sell
6,267
-2,154
-26% -$53.7K 0.01% 801
2021
Q3 		$214K Buy
8,421
+1,565
+23% +$41.1K 0.02% 429
2021
Q2 		$207K Buy
6,856
+930
+16% +$27.7K 0.02% 691
2021
Q1 		$174K Buy
5,926
+874
+17% +$23.9K 0.02% 641
2020
Q4 		$129K Buy
5,052
+1,587
+46% +$37.7K 0.01% 612
2020
Q3 		$71K Buy
3,465
+731
+27% +$15.5K 0.01% 742
2020
Q2 		$55K Buy
+2,734
New +$50.8K 0.01% 297
2020
Q1 		– Sell
-2,674
Closed -$156K – 466
2019
Q4 		$156K Buy
+2,674
New +$152K 0.02% 535

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

J.W. Cole Advisors's TWO Position: Q4 2022 in Review

J.W. Cole Advisors sold out of Two Harbors Investment (TWO) in Q4 2022, closing a stake of 2,913 shares — an estimated $39K sold.

J.W. Cole Advisors first reported a position in TWO in Q4 2019 and held it in 11 quarters. The position peaked at $214K in Q3 2021. 195 funds tracked by Wall St. Rank hold TWO as of Q4 2022.

  • J.W. Cole Advisors reported no remaining Two Harbors Investment position as of Q4 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,913 Two Harbors Investment shares in Q4 2022, an estimated $39K.
  • J.W. Cole Advisors first reported a position in Two Harbors Investment in Q4 2019 and held it in 11 quarters.
  • J.W. Cole Advisors's Two Harbors Investment position peaked at $214K in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2022.

Based on J.W. Cole Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.