KPW
TWO

Kore Private Wealth’s Two Harbors Investment TWO Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-4,199
Closed -$84K – 317
2022
Q2 		$84K Buy
+4,199
New +$85K 0.01% 293
2020
Q3 		– Sell
-513
Closed -$10K – 1025
2020
Q2 		$10K Buy
513
+486
+1,800% +$9.03K ﹤0.01% 792
2020
Q1 		$0 Buy
+27
New +$1.38K ﹤0.01% 1197

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kore Private Wealth's TWO Position: Q3 2022 in Review

Kore Private Wealth sold out of Two Harbors Investment (TWO) in Q3 2022, closing a stake of 4,199 shares — an estimated $84K sold.

Kore Private Wealth first reported a position in TWO in Q1 2020 and held it in 3 quarters. The position peaked at $84K in Q2 2022. 240 funds tracked by Wall St. Rank hold TWO as of Q3 2022.

  • Kore Private Wealth reported no remaining Two Harbors Investment position as of Q3 2022 after selling out during the quarter.
  • Kore Private Wealth sold 4,199 Two Harbors Investment shares in Q3 2022, an estimated $84K.
  • Kore Private Wealth first reported a position in Two Harbors Investment in Q1 2020 and held it in 3 quarters.
  • Kore Private Wealth's Two Harbors Investment position peaked at $84K in Q2 2022.
  • 240 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.