WP
TWO

WealthPLAN Partners’s Two Harbors Investment TWO Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-2,500
Closed -$36.8K – 1391
2023
Q1 		$36.8K Buy
+2,500
New +$40.6K ﹤0.01% 613
2017
Q2 		– Sell
-56
Closed -$4.32K – 404
2017
Q1 		$4.32K Buy
+56
New +$4.09K 0.02% 361
2016
Q3 		$3.65K Sell
56
-57
-50% -$4.01K ﹤0.01% 773
2016
Q2 		$3.86K Buy
+113
New +$7.44K ﹤0.01% 2070

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's TWO Position: Q2 2023 in Review

WealthPLAN Partners sold out of Two Harbors Investment (TWO) in Q2 2023, closing a stake of 2,500 shares — an estimated $36.8K sold.

WealthPLAN Partners first reported a position in TWO in Q2 2016 and held it in 4 quarters. The position peaked at $36.8K in Q1 2023. 191 funds tracked by Wall St. Rank hold TWO as of Q2 2023.

  • WealthPLAN Partners reported no remaining Two Harbors Investment position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,500 Two Harbors Investment shares in Q2 2023, an estimated $36.8K.
  • WealthPLAN Partners first reported a position in Two Harbors Investment in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Two Harbors Investment position peaked at $36.8K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.