Caprock Group’s Betterware México BWMX Stock Holding History

Caprock Group’s Portfolio BWMX Stock Details BWMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,570	Closed	-$169K	–	913
2024 Q2	$169K	Buy	+11,570	New	+$201K	0.01%	812

Other funds holding BWMX

MIA

MMBG Investment Advisors Miami, Florida $1.09B AUM 30.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Caprock Group's BWMX Position: Q3 2024 in Review

Caprock Group sold out of Betterware México (BWMX) in Q3 2024, closing a stake of 11,570 shares — an estimated $169K sold.

Caprock Group first reported a position in BWMX in Q2 2024 and held it in 1 quarter. The position peaked at $169K in Q2 2024. 38 funds tracked by Wall St. Rank hold BWMX as of Q3 2024.

Caprock Group reported no remaining Betterware México position as of Q3 2024 after selling out during the quarter.
Caprock Group sold 11,570 Betterware México shares in Q3 2024, an estimated $169K.
Caprock Group first reported a position in Betterware México in Q2 2024 and held it in 1 quarter.
Caprock Group's Betterware México position peaked at $169K in Q2 2024.
38 funds tracked by Wall St. Rank held Betterware México as of Q3 2024.

Based on Caprock Group's 13F filing for Q3 2024, filed 7 Nov 2024.