SP
TWO

Successful Portfolios’s Two Harbors Investment TWO Stock Holding History

Successful Portfolios’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
Q4 		– Sell
-2,977
Closed -$40K – 199
2022
Q3 		$40K Buy
2,977
+104
+4% +$2.02K 0.03% 176
2022
Q2 		$57K Buy
+2,873
New +$58.1K 0.04% 186

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Successful Portfolios's TWO Position: Q4 2022 in Review

Successful Portfolios sold out of Two Harbors Investment (TWO) in Q4 2022, closing a stake of 2,977 shares — an estimated $40K sold.

Successful Portfolios first reported a position in TWO in Q2 2022 and held it in 2 quarters. The position peaked at $57K in Q2 2022. 195 funds tracked by Wall St. Rank hold TWO as of Q4 2022.

  • Successful Portfolios reported no remaining Two Harbors Investment position as of Q4 2022 after selling out during the quarter.
  • Successful Portfolios sold 2,977 Two Harbors Investment shares in Q4 2022, an estimated $40K.
  • Successful Portfolios first reported a position in Two Harbors Investment in Q2 2022 and held it in 2 quarters.
  • Successful Portfolios's Two Harbors Investment position peaked at $57K in Q2 2022.
  • 195 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2022.

Based on Successful Portfolios's 13F filing for Q4 2022, filed 27 Jan 2023.