MRWM
TWO

ML&R Wealth Management’s Two Harbors Investment TWO Stock Holding History

ML&R Wealth Management’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
-2,500
Closed -$33K – 69
2022
Q3 		$33K Hold
2,500
– – 0.01% 67
2022
Q2 		$50K Hold
2,500
– – 0.02% 53
2022
Q1 		$55K Buy
+2,500
New +$54.3K 0.02% 52

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 $67.7B AUM 51.91% 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

ML&R Wealth Management's TWO Position: Q4 2022 in Review

ML&R Wealth Management sold out of Two Harbors Investment (TWO) in Q4 2022, closing a stake of 2,500 shares — an estimated $33K sold.

ML&R Wealth Management first reported a position in TWO in Q1 2022 and held it in 3 quarters. The position peaked at $55K in Q1 2022. 195 funds tracked by Wall St. Rank hold TWO as of Q4 2022.

  • ML&R Wealth Management reported no remaining Two Harbors Investment position as of Q4 2022 after selling out during the quarter.
  • ML&R Wealth Management sold 2,500 Two Harbors Investment shares in Q4 2022, an estimated $33K.
  • ML&R Wealth Management first reported a position in Two Harbors Investment in Q1 2022 and held it in 3 quarters.
  • ML&R Wealth Management's Two Harbors Investment position peaked at $55K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2022.

Based on ML&R Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.