LM Advisors’s Two Harbors Investment TWO Stock Holding History

LM 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	-1,118	Closed	-$15.6K	–	667
2023 Q4	$15.6K	Buy	+1,118	New	+$14.4K	﹤0.01%	474

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

LM Advisors's TWO Position: Q1 2024 in Review

LM Advisors sold out of Two Harbors Investment (TWO) in Q1 2024, closing a stake of 1,118 shares — an estimated $15.6K sold.

LM Advisors first reported a position in TWO in Q4 2023 and held it in 1 quarter. The position peaked at $15.6K in Q4 2023. 192 funds tracked by Wall St. Rank hold TWO as of Q1 2024.

LM Advisors reported no remaining Two Harbors Investment position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1,118 Two Harbors Investment shares in Q1 2024, an estimated $15.6K.
LM Advisors first reported a position in Two Harbors Investment in Q4 2023 and held it in 1 quarter.
LM Advisors's Two Harbors Investment position peaked at $15.6K in Q4 2023.
192 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2024.

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