NFG
TWO

Next Financial Group’s Two Harbors Investment TWO Stock Holding History

Next Financial Group’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
2021
Q4 		$17K Sell
725
-44
-6% -$1.1K ﹤0.01% 1970
2021
Q3 		$20K Buy
769
+487
+173% +$12.8K ﹤0.01% 1806
2021
Q2 		$9K Hold
282
– – ﹤0.01% 2033
2021
Q1 		$8K Buy
282
+4
+1% +$110 ﹤0.01% 1967
2020
Q4 		$7K Buy
278
+25
+10% +$594 ﹤0.01% 1903
2020
Q3 		$5K Buy
+253
New +$5.37K ﹤0.01% 1867
2020
Q2 		– Sell
-171
Closed -$3K – 1808
2020
Q1 		$3K Sell
171
-28
-14% -$1.43K ﹤0.01% 1870
2019
Q4 		$12K Sell
199
-593
-75% -$33.6K ﹤0.01% 1718
2019
Q3 		$42K Sell
792
-13
-2% -$686 ﹤0.01% 1196
2019
Q2 		$41K Sell
805
-6,256
-89% -$329K ﹤0.01% 1231
2019
Q1 		$395K Buy
7,061
+6,454
+1,063% +$361K 0.1% 159
2018
Q4 		$31K Buy
607
+537
+767% +$30.6K 0.01% 957
2018
Q3 		$4K Buy
+70
New +$4.36K ﹤0.01% 1217
2017
Q4 		– Sell
-104
Closed -$8K – 1333
2017
Q3 		$8K Sell
104
-4,009
-97% -$320K ﹤0.01% 1306
2017
Q2 		$326K Buy
4,113
+539
+15% +$43.1K 0.08% 257
2017
Q1 		$286K Buy
3,574
+437
+14% +$31.9K 0.08% 246
2016
Q4 		$219K Buy
3,137
+1,400
+81% +$95.3K 0.04% 451
2016
Q3 		$119K Buy
1,737
+959
+123% +$67.5K 0.02% 603
2016
Q2 		$53K Buy
778
+442
+132% +$29.1K 0.02% 642
2016
Q1 		$21K Hold
336
– – 0.01% 916
2015
Q4 		$21K Buy
336
+39
+13% +$2.66K 0.01% 904
2015
Q3 		$20K Hold
297
– – 0.01% 952
2015
Q2 		$23K Buy
297
+97
+49% +$8.16K 0.01% 953
2015
Q1 		$16K Hold
200
– – 0.01% 1088
2014
Q4 		$16K Sell
200
-934
-82% -$75.9K 0.01% 1069
2014
Q3 		$88K Buy
1,134
+871
+331% +$72.4K 0.02% 700
2014
Q2 		$22K Buy
+263
New +$21.9K 0.01% 573

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's TWO Position: Q4 2021 in Review

Next Financial Group reduced its Two Harbors Investment (TWO) stake by 5.7% in Q4 2021, selling an estimated $1.1K and leaving 725 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Next Financial Group first reported a position in TWO in Q2 2014 and has held it in 27 quarters since. The position peaked at $395K in Q1 2019. 266 funds tracked by Wall St. Rank hold TWO as of Q4 2021.

  • Next Financial Group held 725 shares of Two Harbors Investment worth $17K as of Q4 2021.
  • Next Financial Group sold 44 Two Harbors Investment shares in Q4 2021, an estimated $1.1K.
  • Two Harbors Investment made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1970 holding.
  • Next Financial Group first reported a position in Two Harbors Investment in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Two Harbors Investment position peaked at $395K in Q1 2019.
  • 266 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.