SWA
TWO

Sutton Wealth Advisors’s Two Harbors Investment TWO Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-19
Closed -$300 – 1519
2022
Q4 		$300 Sell
19
-657
-97% -$9.87K ﹤0.01% 1563
2022
Q3 		$8.98K Buy
676
+653
+2,839% +$12.7K ﹤0.01% 925
2022
Q2 		$448 Sell
23
-1,262
-98% -$25.5K ﹤0.01% 1482
2022
Q1 		$28.4K Buy
1,285
+1,262
+5,487% +$27.4K 0.01% 596
2021
Q4 		$531 Sell
23
-690
-97% -$17.2K ﹤0.01% 1506
2021
Q3 		$18.1K Buy
+713
New +$18.7K 0.01% 725

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 $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

Sutton Wealth Advisors's TWO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Two Harbors Investment (TWO) in Q1 2023, closing a stake of 19 shares — an estimated $300 sold.

Sutton Wealth Advisors first reported a position in TWO in Q3 2021 and held it in 6 quarters. The position peaked at $28.4K in Q1 2022. 208 funds tracked by Wall St. Rank hold TWO as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Two Harbors Investment position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 19 Two Harbors Investment shares in Q1 2023, an estimated $300.
  • Sutton Wealth Advisors first reported a position in Two Harbors Investment in Q3 2021 and held it in 6 quarters.
  • Sutton Wealth Advisors's Two Harbors Investment position peaked at $28.4K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.