TCWA
TWO

Turtle Creek Wealth Advisors’s Two Harbors Investment TWO Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-131
Closed -$1.82K – 769
2023
Q4 		$1.82K Buy
+131
New +$1.69K ﹤0.01% 800

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Turtle Creek Wealth Advisors's TWO Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Two Harbors Investment (TWO) in Q1 2024, closing a stake of 131 shares — an estimated $1.82K sold.

Turtle Creek Wealth Advisors first reported a position in TWO in Q4 2023 and held it in 1 quarter. The position peaked at $1.82K in Q4 2023. 192 funds tracked by Wall St. Rank hold TWO as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Two Harbors Investment position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 131 Two Harbors Investment shares in Q1 2024, an estimated $1.82K.
  • Turtle Creek Wealth Advisors first reported a position in Two Harbors Investment in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Two Harbors Investment position peaked at $1.82K in Q4 2023.
  • 192 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.