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

Tradition 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
2024 Q1	–	Sell	-250	Closed	-$3K	–	1128
2023 Q4	$3K	Hold	250	–	–	﹤0.01%	1253
2023 Q3	$3K	Hold	250	–	–	﹤0.01%	1339
2023 Q2	$3K	Hold	250	–	–	﹤0.01%	1364
2023 Q1	$4K	Hold	250	–	–	﹤0.01%	1225
2022 Q4	$4K	Sell	250 -21	-8%	-$316	﹤0.01%	1097
2022 Q3	$4K	Hold	271	–	–	﹤0.01%	1121
2022 Q2	$5K	Hold	271	–	–	﹤0.01%	968
2022 Q1	$6K	Hold	271	–	–	﹤0.01%	1010
2021 Q4	$6K	Sell	271 -21	-7%	-$524	﹤0.01%	1029
2021 Q3	$7K	Hold	292	–	–	﹤0.01%	988
2021 Q2	$9K	Buy	+292	New	+$8.7K	﹤0.01%	972
2021 Q1	–	Sell	-292	Closed	-$7K	–	1024
2020 Q4	$7K	Buy	+292	New	+$6.93K	﹤0.01%	812

Other funds holding TWO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Tradition Wealth Management's TWO Position: Q1 2024 in Review

Tradition Wealth Management sold out of Two Harbors Investment (TWO) in Q1 2024, closing a stake of 250 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in TWO in Q4 2020 and held it in 12 quarters. The position peaked at $9K in Q2 2021. 192 funds tracked by Wall St. Rank hold TWO as of Q1 2024.

Tradition Wealth Management reported no remaining Two Harbors Investment position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 250 Two Harbors Investment shares in Q1 2024, an estimated $3K.
Tradition Wealth Management first reported a position in Two Harbors Investment in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Two Harbors Investment position peaked at $9K in Q2 2021.
192 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.