TPWA
OLO

Twin Peaks Wealth Advisors’s Olo Inc OLO Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-34
Closed -$347 – 1486
2025
Q2 		$347 Buy
+34
New +$264 ﹤0.01% 1978

Other funds holding OLO

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 34 shares — an estimated $347 sold.

Twin Peaks Wealth Advisors first reported a position in OLO in Q2 2025 and held it in 1 quarter. The position peaked at $347 in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 34 Olo Inc shares in Q3 2025, an estimated $347.
  • Twin Peaks Wealth Advisors first reported a position in Olo Inc in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Olo Inc position peaked at $347 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

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