MW
TWO

Marcum Wealth’s Two Harbors Investment TWO Stock Holding History

Marcum 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
Q4 		– Sell
-3,958
Closed -$53K – 399
2022
Q3 		$53K Buy
3,958
+6
+0.2% +$116 0.01% 318
2022
Q2 		$79K Buy
3,952
+5
+0.1% +$101 0.01% 310
2022
Q1 		$87K Sell
3,947
-20
-0.5% -$435 0.01% 333
2021
Q4 		$92K Sell
3,967
-8,350
-68% -$208K 0.01% 331
2021
Q3 		$312K Hold
12,317
– – 0.05% 231
2021
Q2 		$372K Hold
12,317
– – 0.06% 187
2021
Q1 		$361K Buy
+12,317
New +$338K 0.06% 192

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

Marcum Wealth's TWO Position: Q4 2022 in Review

Marcum Wealth sold out of Two Harbors Investment (TWO) in Q4 2022, closing a stake of 3,958 shares — an estimated $53K sold.

Marcum Wealth first reported a position in TWO in Q1 2021 and held it in 7 quarters. The position peaked at $372K in Q2 2021. 195 funds tracked by Wall St. Rank hold TWO as of Q4 2022.

  • Marcum Wealth reported no remaining Two Harbors Investment position as of Q4 2022 after selling out during the quarter.
  • Marcum Wealth sold 3,958 Two Harbors Investment shares in Q4 2022, an estimated $53K.
  • Marcum Wealth first reported a position in Two Harbors Investment in Q1 2021 and held it in 7 quarters.
  • Marcum Wealth's Two Harbors Investment position peaked at $372K in Q2 2021.
  • 195 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2022.

Based on Marcum Wealth's 13F filing for Q4 2022, filed 12 Jan 2023.