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Cerro Pacific Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

Cerro Pacific Wealth Advisors’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,097
Closed -$210K – 169
2024
Q4 		$210K Buy
+1,097
New +$201K 0.07% 153

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Cerro Pacific Wealth Advisors's SSD Position: Q1 2025 in Review

Cerro Pacific Wealth Advisors sold out of Simpson Manufacturing (SSD) in Q1 2025, closing a stake of 1,097 shares — an estimated $210K sold.

Cerro Pacific Wealth Advisors first reported a position in SSD in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 427 funds tracked by Wall St. Rank hold SSD as of Q1 2025.

  • Cerro Pacific Wealth Advisors reported no remaining Simpson Manufacturing position as of Q1 2025 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 1,097 Simpson Manufacturing shares in Q1 2025, an estimated $210K.
  • Cerro Pacific Wealth Advisors first reported a position in Simpson Manufacturing in Q4 2024 and held it in 1 quarter.
  • Cerro Pacific Wealth Advisors's Simpson Manufacturing position peaked at $210K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.