LFA
TWO

LGT Financial Advisors’s Two Harbors Investment TWO Stock Holding History

LGT Financial 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
2024
Q4 		– Sell
-272
Closed -$3.77K – 772
2024
Q3 		$3.77K Hold
272
– – 0.01% 580
2024
Q2 		$3.59K Buy
+272
New +$3.46K 0.01% 650

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LGT Financial Advisors's TWO Position: Q4 2024 in Review

LGT Financial Advisors sold out of Two Harbors Investment (TWO) in Q4 2024, closing a stake of 272 shares — an estimated $3.77K sold.

LGT Financial Advisors first reported a position in TWO in Q2 2024 and held it in 2 quarters. The position peaked at $3.77K in Q3 2024. 203 funds tracked by Wall St. Rank hold TWO as of Q4 2024.

  • LGT Financial Advisors reported no remaining Two Harbors Investment position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 272 Two Harbors Investment shares in Q4 2024, an estimated $3.77K.
  • LGT Financial Advisors first reported a position in Two Harbors Investment in Q2 2024 and held it in 2 quarters.
  • LGT Financial Advisors's Two Harbors Investment position peaked at $3.77K in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.