Plante Moran Financial Advisors’s Two Harbors Investment TWO Stock Holding History

Plante Moran Financial 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
2023 Q4	–	Sell	-350	Closed	-$4.63K	–	883
2023 Q3	$4.63K	Sell	350 -125	-26%	-$1.68K	﹤0.01%	612
2023 Q2	$6.59K	Hold	475	–	–	﹤0.01%	605
2023 Q1	$6.99K	Hold	475	–	–	﹤0.01%	612
2022 Q4	$7.49K	Hold	475	–	–	﹤0.01%	615
2022 Q3	$6K	Hold	475	–	–	﹤0.01%	674
2022 Q2	$9K	Hold	475	–	–	﹤0.01%	632
2022 Q1	$11K	Buy	+475	New	+$10.3K	﹤0.01%	587
2019 Q4	–	Sell	-154	Closed	-$8K	–	900
2019 Q3	$8K	Buy	154 +4	+3%	+$211	﹤0.01%	636
2019 Q2	$8K	Buy	150 +5	+3%	+$263	﹤0.01%	598
2019 Q1	$8K	Buy	145 +5	+4%	+$280	﹤0.01%	581
2018 Q4	$7K	Buy	140 +3	+2%	+$171	﹤0.01%	558
2018 Q3	$8K	Buy	+137	New	+$8.54K	﹤0.01%	538

Other funds holding TWO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Plante Moran Financial Advisors's TWO Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Two Harbors Investment (TWO) in Q4 2023, closing a stake of 350 shares — an estimated $4.63K sold.

Plante Moran Financial Advisors first reported a position in TWO in Q3 2018 and held it in 12 quarters. The position peaked at $11K in Q1 2022. 218 funds tracked by Wall St. Rank hold TWO as of Q4 2023.

Plante Moran Financial Advisors reported no remaining Two Harbors Investment position as of Q4 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 350 Two Harbors Investment shares in Q4 2023, an estimated $4.63K.
Plante Moran Financial Advisors first reported a position in Two Harbors Investment in Q3 2018 and held it in 12 quarters.
Plante Moran Financial Advisors's Two Harbors Investment position peaked at $11K in Q1 2022.
218 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.