DADC
BWMX icon

D.A. Davidson & Co’s Betterware México BWMX Stock Holding History

D.A. Davidson & Co’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
-23,920
Closed -$349K – 1388
2024
Q2 		$349K Sell
23,920
-5,824
-20% -$101K ﹤0.01% 1111
2024
Q1 		$594K Buy
29,744
+624
+2% +$9.59K 0.01% 923
2023
Q4 		$406K Buy
+29,120
New +$425K ﹤0.01% 1022

Other funds holding BWMX

MIA
MMBG Investment Advisors Miami, Florida $1.09B AUM 30.96% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lazard Asset Management
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

D.A. Davidson & Co's BWMX Position: Q3 2024 in Review

D.A. Davidson & Co sold out of Betterware México (BWMX) in Q3 2024, closing a stake of 23,920 shares — an estimated $349K sold.

D.A. Davidson & Co first reported a position in BWMX in Q4 2023 and held it in 3 quarters. The position peaked at $594K in Q1 2024. 38 funds tracked by Wall St. Rank hold BWMX as of Q3 2024.

  • D.A. Davidson & Co reported no remaining Betterware México position as of Q3 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 23,920 Betterware México shares in Q3 2024, an estimated $349K.
  • D.A. Davidson & Co first reported a position in Betterware México in Q4 2023 and held it in 3 quarters.
  • D.A. Davidson & Co's Betterware México position peaked at $594K in Q1 2024.
  • 38 funds tracked by Wall St. Rank held Betterware México as of Q3 2024.

Based on D.A. Davidson & Co's 13F filing for Q3 2024, filed 13 Nov 2024.