OPS
TWO

Orion Portfolio Solutions’s Two Harbors Investment TWO Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-219
Closed -$4K – 1927
2020
Q2 		$4K Sell
219
-160
-42% -$2.97K ﹤0.01% 1586
2020
Q1 		$6K Buy
379
+62
+20% +$3.17K ﹤0.01% 1252
2019
Q4 		$19K Buy
+317
New +$18K ﹤0.01% 788

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's TWO Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Two Harbors Investment (TWO) in Q3 2020, closing a stake of 219 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in TWO in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q4 2019. 253 funds tracked by Wall St. Rank hold TWO as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Two Harbors Investment position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 219 Two Harbors Investment shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Two Harbors Investment in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Two Harbors Investment position peaked at $19K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.