WFI
TWO

West Family Investments’s Two Harbors Investment TWO Stock Holding History

West Family Investments’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
-150
Closed -$750 – 270
2023
Q1 		$750 Buy
+150
New +$2.44K ﹤0.01% 200

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 $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 $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 $1.61T 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

West Family Investments's TWO Position: Q4 2023 in Review

West Family Investments sold out of Two Harbors Investment (TWO) in Q4 2023, closing a stake of 24,187 shares — an estimated $320K sold.

West Family Investments first reported a position in TWO in Q2 2013 and held it in 42 quarters. The position peaked at $21.5M in Q3 2018. 218 funds tracked by Wall St. Rank hold TWO as of Q4 2023.

  • West Family Investments reported no remaining Two Harbors Investment position as of Q4 2023 after selling out during the quarter.
  • West Family Investments sold 24,187 Two Harbors Investment shares in Q4 2023, an estimated $320K.
  • West Family Investments first reported a position in Two Harbors Investment in Q2 2013 and held it in 42 quarters.
  • West Family Investments's Two Harbors Investment position peaked at $21.5M in Q3 2018.
  • 218 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2023.

Based on West Family Investments's 13F filing for Q4 2023, filed 6 Feb 2024.