SFA
TWO

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

Sequoia 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
2022
Q2 		– Sell
-2,607
Closed -$58K – 680
2022
Q1 		$58K Buy
+2,607
New +$56.7K ﹤0.01% 659
2018
Q4 		– Sell
-4,689
Closed -$280K – 331
2018
Q3 		$280K Sell
4,689
-57
-1% -$3.55K 0.03% 242
2018
Q2 		$300K Sell
4,746
-4,000
-46% -$250K 0.03% 229
2018
Q1 		$538K Sell
8,746
-4,217
-33% -$259K 0.06% 156
2017
Q4 		$843K Buy
+12,963
New +$907K 0.09% 124
2017
Q3 		– Sell
-26,876
Closed -$2.13M – 305
2017
Q2 		$2.13M Buy
26,876
+250
+0.9% +$20K 0.26% 73
2017
Q1 		$2.04M Buy
26,626
+11,355
+74% +$828K 0.26% 70
2016
Q4 		$1.06M Buy
15,271
+2,825
+23% +$192K 0.15% 94
2016
Q3 		$849K Sell
12,446
-1,672
-12% -$118K 0.16% 90
2016
Q2 		$967K Hold
14,118
– – 0.27% 72
2016
Q1 		$897K Buy
14,118
+2,562
+22% +$158K 0.29% 63
2015
Q4 		$749K Buy
11,556
+500
+5% +$34.1K 0.3% 68
2015
Q3 		$780K Buy
11,056
+2,680
+32% +$209K 0.34% 61
2015
Q2 		$653K Buy
8,376
+250
+3% +$21K 0.28% 79
2015
Q1 		$690K Buy
8,126
+250
+3% +$20.7K 0.32% 76
2014
Q4 		$631K Buy
7,876
+938
+14% +$76.2K 0.43% 61
2014
Q3 		$537K Buy
6,938
+1,775
+34% +$147K 0.37% 69
2014
Q2 		$433K Buy
5,163
+1,475
+40% +$123K 0.33% 76
2014
Q1 		$302K Buy
+3,688
New +$297K 0.25% 104

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sequoia Financial Advisors's TWO Position: Q2 2022 in Review

Sequoia Financial Advisors sold out of Two Harbors Investment (TWO) in Q2 2022, closing a stake of 2,607 shares — an estimated $58K sold.

Sequoia Financial Advisors first reported a position in TWO in Q1 2014 and held it in 19 quarters. The position peaked at $2.13M in Q2 2017. 255 funds tracked by Wall St. Rank hold TWO as of Q2 2022.

  • Sequoia Financial Advisors reported no remaining Two Harbors Investment position as of Q2 2022 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,607 Two Harbors Investment shares in Q2 2022, an estimated $58K.
  • Sequoia Financial Advisors first reported a position in Two Harbors Investment in Q1 2014 and held it in 19 quarters.
  • Sequoia Financial Advisors's Two Harbors Investment position peaked at $2.13M in Q2 2017.
  • 255 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2022.

Based on Sequoia Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.