PWA
TWO

Physician Wealth Advisors’s Two Harbors Investment TWO Stock Holding History

Physician Wealth 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
2020
Q2 		– Sell
-2,977
Closed -$52K – 136
2020
Q1 		$52K Hold
2,977
– – 0.03% 107
2019
Q4 		$178K Hold
2,977
– – 0.08% 115
2019
Q3 		$172K Buy
+2,977
New +$157K 0.08% 103

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
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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Physician Wealth Advisors's TWO Position: Q2 2020 in Review

Physician Wealth Advisors sold out of Two Harbors Investment (TWO) in Q2 2020, closing a stake of 2,977 shares — an estimated $52K sold.

Physician Wealth Advisors first reported a position in TWO in Q3 2019 and held it in 3 quarters. The position peaked at $178K in Q4 2019. 263 funds tracked by Wall St. Rank hold TWO as of Q2 2020.

  • Physician Wealth Advisors reported no remaining Two Harbors Investment position as of Q2 2020 after selling out during the quarter.
  • Physician Wealth Advisors sold 2,977 Two Harbors Investment shares in Q2 2020, an estimated $52K.
  • Physician Wealth Advisors first reported a position in Two Harbors Investment in Q3 2019 and held it in 3 quarters.
  • Physician Wealth Advisors's Two Harbors Investment position peaked at $178K in Q4 2019.
  • 263 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2020.

Based on Physician Wealth Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.