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Twin Peaks Wealth Advisors’s Strategic Education STRA Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-80
Closed -$6.25K – 1871
2025
Q2 		$6.25K Buy
+80
New +$6.8K ﹤0.01% 1188

Other funds holding STRA

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Strategic Education (STRA) in Q3 2025, closing a stake of 80 shares — an estimated $6.25K sold.

Twin Peaks Wealth Advisors first reported a position in STRA in Q2 2025 and held it in 1 quarter. The position peaked at $6.25K in Q2 2025. 265 funds tracked by Wall St. Rank hold STRA as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Strategic Education position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 80 Strategic Education shares in Q3 2025, an estimated $6.25K.
  • Twin Peaks Wealth Advisors first reported a position in Strategic Education in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Strategic Education position peaked at $6.25K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held Strategic Education as of Q3 2025.

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