OIA
TWO

Optimum Investment Advisors’s Two Harbors Investment TWO Stock Holding History

Optimum Investment 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
2021
Q4 		– Sell
-250
Closed -$6K – 868
2021
Q3 		$6K Hold
250
– – ﹤0.01% 731
2021
Q2 		$8K Hold
250
– – ﹤0.01% 780
2021
Q1 		$7K Sell
250
-500
-67% -$13.7K ﹤0.01% 805
2020
Q4 		$19K Hold
750
– – 0.01% 633
2020
Q3 		$15K Sell
750
-840
-53% -$17.8K 0.01% 646
2020
Q2 		$32K Sell
1,590
-490
-24% -$9.1K 0.01% 521
2020
Q1 		$32K Buy
2,080
+21
+1% +$1.07K 0.01% 492
2019
Q4 		$120K Buy
2,059
+199
+11% +$11.3K 0.04% 365
2019
Q3 		$98K Buy
1,860
+97
+6% +$5.12K 0.03% 383
2019
Q2 		$89K Buy
1,763
+25
+1% +$1.31K 0.03% 396
2019
Q1 		$94K Buy
1,738
+23
+1% +$1.29K 0.03% 391
2018
Q4 		$88K Sell
1,715
-594
-26% -$33.9K 0.03% 375
2018
Q3 		$138K Buy
2,309
+28
+1% +$1.75K 0.04% 356
2018
Q2 		$144K Buy
2,281
+20
+0.9% +$1.25K 0.04% 343
2018
Q1 		$139K Buy
+2,261
New +$139K 0.04% 344
2017
Q3 		– Sell
-2,211
Closed -$175K – 309
2017
Q2 		$175K Buy
2,211
+15
+0.7% +$1.2K 0.06% 280
2017
Q1 		$168K Buy
2,196
+16
+0.7% +$1.17K 0.06% 275
2016
Q4 		$152K Sell
2,180
-558
-20% -$38K 0.06% 263
2016
Q3 		$187K Buy
2,738
+169
+7% +$11.9K 0.07% 274
2016
Q2 		$176K Sell
2,569
-357
-12% -$23.5K 0.07% 265
2016
Q1 		$186K Buy
2,926
+332
+13% +$20.5K 0.07% 253
2015
Q4 		$168K Sell
2,594
-838
-24% -$57.2K 0.07% 265
2015
Q3 		$242K Buy
+3,432
New +$267K 0.1% 226
2015
Q1 		$156K Sell
1,837
-1,375
-43% -$114K 0.05% 320
2014
Q4 		$257K Sell
3,212
-141
-4% -$11.5K 0.08% 230
2014
Q3 		$274K Buy
3,353
+20
+0.6% +$1.66K 0.09% 205
2014
Q2 		$280K Buy
3,333
+3,192
+2,264% +$265K 0.09% 213
2014
Q1 		$12K Sell
141
-141
-50% -$11.4K ﹤0.01% 578
2013
Q4 		$21K Buy
+282
New +$21.1K 0.01% 512

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

Optimum Investment Advisors's TWO Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Two Harbors Investment (TWO) in Q4 2021, closing a stake of 250 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in TWO in Q4 2013 and held it in 29 quarters. The position peaked at $280K in Q2 2014. 266 funds tracked by Wall St. Rank hold TWO as of Q4 2021.

  • Optimum Investment Advisors reported no remaining Two Harbors Investment position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 250 Two Harbors Investment shares in Q4 2021, an estimated $6K.
  • Optimum Investment Advisors first reported a position in Two Harbors Investment in Q4 2013 and held it in 29 quarters.
  • Optimum Investment Advisors's Two Harbors Investment position peaked at $280K in Q2 2014.
  • 266 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.