WR Wealth Planners’s Two Harbors Investment TWO Stock Holding History

WR Wealth Planners’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 Q4	$1.48K	Hold	125	–	–	﹤0.01%	891
2024 Q3	$1.74K	Hold	125	–	–	﹤0.01%	925
2024 Q2	$1.65K	Hold	125	–	–	﹤0.01%	917
2024 Q1	$1.66K	Buy	+125	New	+$1.63K	﹤0.01%	899
2023 Q4	–	Sell	-125	Closed	-$1.66K	–	811
2023 Q3	$1.66K	Hold	125	–	–	﹤0.01%	794
2023 Q2	$1.74K	Hold	125	–	–	﹤0.01%	787
2023 Q1	$1.84K	Buy	+125	New	+$2.03K	﹤0.01%	782

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's TWO Position: Q4 2024 in Review

WR Wealth Planners held its Two Harbors Investment (TWO) position steady in Q4 2024 at 125 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

WR Wealth Planners first reported a position in TWO in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.84K in Q1 2023. 203 funds tracked by Wall St. Rank hold TWO as of Q4 2024.

WR Wealth Planners held 125 shares of Two Harbors Investment worth $1.48K as of Q4 2024.
WR Wealth Planners left its Two Harbors Investment share count unchanged in Q4 2024.
Two Harbors Investment made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #891 holding.
WR Wealth Planners first reported a position in Two Harbors Investment in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Two Harbors Investment position peaked at $1.84K in Q1 2023.
203 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.