SS
TWO

Sunbelt Securities’s Two Harbors Investment TWO Stock Holding History

Sunbelt Securities’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
-750
Closed -$9.93K – 1785
2023
Q3 		$9.93K Hold
750
– – ﹤0.01% 1155
2023
Q2 		$10.4K Hold
750
– – ﹤0.01% 1165
2023
Q1 		$10.8K Buy
+750
New +$12.2K ﹤0.01% 1112

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sunbelt Securities's TWO Position: Q4 2023 in Review

Sunbelt Securities sold out of Two Harbors Investment (TWO) in Q4 2023, closing a stake of 750 shares — an estimated $9.93K sold.

Sunbelt Securities first reported a position in TWO in Q1 2023 and held it in 3 quarters. The position peaked at $10.8K in Q1 2023. 218 funds tracked by Wall St. Rank hold TWO as of Q4 2023.

  • Sunbelt Securities reported no remaining Two Harbors Investment position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 750 Two Harbors Investment shares in Q4 2023, an estimated $9.93K.
  • Sunbelt Securities first reported a position in Two Harbors Investment in Q1 2023 and held it in 3 quarters.
  • Sunbelt Securities's Two Harbors Investment position peaked at $10.8K in Q1 2023.
  • 218 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.