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CPWA
Cerro Pacific Wealth Advisors’s
Ford
F
Stock Holding History
Cerro Pacific Wealth Advisors’s Portfolio
F Stock Details
F Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$592K
Buy
+51,305
New
+$676K
0.16%
93
2022
Q4
–
Sell
-46,254
Closed
-$518K
–
156
2022
Q3
$518K
Sell
46,254
-113
-0.2%
-$1.58K
0.31%
80
2022
Q2
$516K
Buy
46,367
+14
+0%
+$192
0.32%
86
2022
Q1
$784K
Buy
46,353
+1,676
+4%
+$31.9K
0.48%
67
2021
Q4
$928K
Buy
44,677
+99
+0.2%
+$1.82K
0.59%
50
2021
Q3
$631K
Hold
44,578
–
–
0.45%
75
2021
Q2
$662K
Buy
+44,578
New
+$593K
0.49%
65
2020
Q4
$579K
Buy
+65,834
New
+$551K
0.35%
73
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1-Year Est. Return
VPM
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$1.91T AUM
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$40.7B AUM
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$481B AUM
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1-Year Est. Return
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$653B AUM
32.41%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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