SWM
TWO

Spire Wealth Management’s Two Harbors Investment TWO Stock Holding History

Spire Wealth Management’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
-143
Closed -$3K – 2588
2022
Q2 		$3K Buy
+143
New +$2.89K ﹤0.01% 2303
2022
Q1 		– Sell
-522
Closed -$12K – 2866
2021
Q4 		$12K Buy
+522
New +$13K ﹤0.01% 2322
2021
Q3 		– Sell
-39
Closed -$1K – 2650
2021
Q2 		$1K Sell
39
-171
-81% -$5.09K ﹤0.01% 2552
2021
Q1 		$6K Buy
+210
New +$5.75K ﹤0.01% 2594

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
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 $299B AUM 28.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spire Wealth Management's TWO Position: Q3 2022 in Review

Spire Wealth Management sold out of Two Harbors Investment (TWO) in Q3 2022, closing a stake of 143 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in TWO in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 240 funds tracked by Wall St. Rank hold TWO as of Q3 2022.

  • Spire Wealth Management reported no remaining Two Harbors Investment position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 143 Two Harbors Investment shares in Q3 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in Two Harbors Investment in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Two Harbors Investment position peaked at $12K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.