PFGIA
TWO

Patriot Financial Group Insurance Agency’s Two Harbors Investment TWO Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-3,166
Closed -$63K – 1838
2022
Q2 		$63K Sell
3,166
-2,757
-47% -$55.8K 0.01% 661
2022
Q1 		$131K Sell
5,923
-382
-6% -$8.3K 0.02% 508
2021
Q4 		$146K Buy
6,305
+103
+2% +$2.57K 0.02% 539
2021
Q3 		$157K Buy
6,202
+255
+4% +$6.69K 0.03% 511
2021
Q2 		$180K Buy
5,947
+189
+3% +$5.63K 0.03% 456
2021
Q1 		$169K Buy
5,758
+754
+15% +$20.7K 0.04% 426
2020
Q4 		$127K Buy
5,004
+54
+1% +$1.28K 0.03% 438
2020
Q3 		$101K Buy
4,950
+68
+1% +$1.44K 0.03% 386
2020
Q2 		$98K Buy
4,882
+4,853
+16,734% +$90.1K 0.04% 344
2020
Q1 		$0 Hold
29
– – ﹤0.01% 1744
2019
Q4 		$2K Hold
29
– – ﹤0.01% 1149
2019
Q3 		$2K Hold
29
– – ﹤0.01% 1124
2019
Q2 		$1K Sell
29
-57
-66% -$2.99K ﹤0.01% 1345
2019
Q1 		$5K Buy
86
+57
+197% +$3.19K ﹤0.01% 868
2018
Q4 		$2K Hold
29
– – ﹤0.01% 853
2018
Q3 		$2K Buy
+29
New +$1.81K ﹤0.01% 872

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TWO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Two Harbors Investment (TWO) in Q3 2022, closing a stake of 3,166 shares — an estimated $63K sold.

Patriot Financial Group Insurance Agency first reported a position in TWO in Q3 2018 and held it in 16 quarters. The position peaked at $180K in Q2 2021. 240 funds tracked by Wall St. Rank hold TWO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Two Harbors Investment position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,166 Two Harbors Investment shares in Q3 2022, an estimated $63K.
  • Patriot Financial Group Insurance Agency first reported a position in Two Harbors Investment in Q3 2018 and held it in 16 quarters.
  • Patriot Financial Group Insurance Agency's Two Harbors Investment position peaked at $180K in Q2 2021.
  • 240 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.