CPWA
MASI

Cerro Pacific Wealth Advisors’s Masimo MASI Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$14.9M Buy
+55,426
New +$13.8M 8.87% 2

Other funds holding MASI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Cerro Pacific Wealth Advisors's MASI Position: Q4 2020 in Review

Cerro Pacific Wealth Advisors opened a new position in Masimo (MASI) in Q4 2020: 55,426 shares worth $14.9M. The stake represents 8.87% of the portfolio and ranks #2 among its holdings.

490 funds tracked by Wall St. Rank hold MASI as of Q4 2020.

  • Cerro Pacific Wealth Advisors held 55,426 shares of Masimo worth $14.9M as of Q4 2020.
  • Masimo was a new Cerro Pacific Wealth Advisors position in Q4 2020.
  • Masimo made up 8.87% of Cerro Pacific Wealth Advisors's portfolio in Q4 2020, its #2 holding.
  • 490 funds tracked by Wall St. Rank held Masimo as of Q4 2020.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.