Reilly Financial Advisors’s Two Harbors Investment TWO Stock Holding History

Reilly 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
2021 Q4	$12K	Hold	500	–	–	﹤0.01%	690
2021 Q3	$13K	Hold	500	–	–	﹤0.01%	622
2021 Q2	$15K	Hold	500	–	–	﹤0.01%	619
2021 Q1	$15K	Hold	500	–	–	﹤0.01%	612
2020 Q4	$13K	Hold	500	–	–	﹤0.01%	581
2020 Q3	$10K	Hold	500	–	–	﹤0.01%	579
2020 Q2	$10K	Buy	500 +250	+100%	+$4.64K	﹤0.01%	589
2020 Q1	$4K	Hold	250	–	–	﹤0.01%	723
2019 Q4	$15K	Hold	250	–	–	﹤0.01%	560
2019 Q3	$13K	Hold	250	–	–	﹤0.01%	594
2019 Q2	$13K	Hold	250	–	–	﹤0.01%	618
2019 Q1	$14K	Hold	250	–	–	﹤0.01%	613
2018 Q4	$13K	Buy	+250	New	+$14.2K	﹤0.01%	595
2018 Q2	–	Sell	-225	Closed	-$14K	–	1029
2018 Q1	$14K	Buy	225 +37	+20%	+$2.27K	﹤0.01%	580
2017 Q4	$12K	Hold	188	–	–	﹤0.01%	623
2017 Q3	$15K	Hold	188	–	–	﹤0.01%	561
2017 Q2	$15K	Buy	+188	New	+$15K	﹤0.01%	569
2014 Q1	–	Sell	-162	Closed	-$12K	–	854
2013 Q4	$12K	Sell	162 -154	-49%	-$11.5K	﹤0.01%	502
2013 Q3	$25K	Buy	316 +5	+2%	+$393	0.01%	314
2013 Q2	$26K	Buy	+311	New	+$28.5K	0.01%	313

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

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

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

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

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

Reilly Financial Advisors's TWO Position: Q4 2021 in Review

Reilly Financial Advisors held its Two Harbors Investment (TWO) position steady in Q4 2021 at 500 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Reilly Financial Advisors first reported a position in TWO in Q2 2013 and has held it in 20 quarters since. The position peaked at $26K in Q2 2013. 266 funds tracked by Wall St. Rank hold TWO as of Q4 2021.

Reilly Financial Advisors held 500 shares of Two Harbors Investment worth $12K as of Q4 2021.
Reilly Financial Advisors left its Two Harbors Investment share count unchanged in Q4 2021.
Two Harbors Investment made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #690 holding.
Reilly Financial Advisors first reported a position in Two Harbors Investment in Q2 2013 and has held it in 20 quarters since.
Reilly Financial Advisors's Two Harbors Investment position peaked at $26K in Q2 2013.
266 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.