Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Betterware México BWMX Stock Holding History

Carson Wealth (CWM LLC)’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
Q2 		– Sell
-180
Closed -$4K – 4609
2024
Q1 		$4K Buy
+180
New +$2.77K ﹤0.01% 3735

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State Street
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OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SC
Sagil Capital London, United Kingdom $263M AUM 88.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BWMX Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Betterware México (BWMX) in Q2 2024, closing a stake of 180 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in BWMX in Q1 2024 and held it in 1 quarter. The position peaked at $4K in Q1 2024. 38 funds tracked by Wall St. Rank hold BWMX as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Betterware México position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 180 Betterware México shares in Q2 2024, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Betterware México in Q1 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Betterware México position peaked at $4K in Q1 2024.
  • 38 funds tracked by Wall St. Rank held Betterware México as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.