Lido Advisors
TWO

Lido Advisors’s Two Harbors Investment TWO Stock Holding History

Lido 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
Q1 		– Sell
-13,756
Closed -$297K – 1469
2023
Q4 		$297K Buy
+13,756
New +$178K ﹤0.01% 1041
2016
Q4 		– Sell
-2,500
Closed -$171K – 238
2016
Q3 		$171K Hold
2,500
– – 0.05% 139
2016
Q2 		$171K Buy
2,500
+1,250
+100% +$82.3K 0.05% 146
2016
Q1 		$79K Buy
+1,250
New +$77.3K 0.03% 143

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors's TWO Position: Q1 2024 in Review

Lido Advisors sold out of Two Harbors Investment (TWO) in Q1 2024, closing a stake of 13,756 shares — an estimated $297K sold.

Lido Advisors first reported a position in TWO in Q1 2016 and held it in 4 quarters. The position peaked at $297K in Q4 2023. 192 funds tracked by Wall St. Rank hold TWO as of Q1 2024.

  • Lido Advisors reported no remaining Two Harbors Investment position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 13,756 Two Harbors Investment shares in Q1 2024, an estimated $297K.
  • Lido Advisors first reported a position in Two Harbors Investment in Q1 2016 and held it in 4 quarters.
  • Lido Advisors's Two Harbors Investment position peaked at $297K in Q4 2023.
  • 192 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.