TPWA
ALEX

Twin Peaks Wealth Advisors’s Alexander & Baldwin ALEX Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-53
Closed -$980 – 234
2025
Q2 		$980 Buy
+53
New +$922 ﹤0.01% 1777

Other funds holding ALEX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Twin Peaks Wealth Advisors's ALEX Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Alexander & Baldwin (ALEX) in Q3 2025, closing a stake of 53 shares — an estimated $980 sold.

Twin Peaks Wealth Advisors first reported a position in ALEX in Q2 2025 and held it in 1 quarter. The position peaked at $980 in Q2 2025. 267 funds tracked by Wall St. Rank hold ALEX as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Alexander & Baldwin position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 53 Alexander & Baldwin shares in Q3 2025, an estimated $980.
  • Twin Peaks Wealth Advisors first reported a position in Alexander & Baldwin in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Alexander & Baldwin position peaked at $980 in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.