Geode Capital Management’s Betterware México BWMX Stock Holding History

Geode Capital Management’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	-26,794	Closed	-$535K	–	4590
2024 Q1	$535K	Hold	26,794	–	–	﹤0.01%	3588
2023 Q4	$374K	Sell	26,794 -606	-2%	-$8.85K	﹤0.01%	3725
2023 Q3	$446K	Buy	27,400 +3,830	+16%	+$57.6K	﹤0.01%	3645
2023 Q2	$305K	Hold	23,570	–	–	﹤0.01%	3849
2023 Q1	$280K	Hold	23,570	–	–	﹤0.01%	3895
2022 Q4	$151K	Hold	23,570	–	–	﹤0.01%	4231
2022 Q3	$175K	Hold	23,570	–	–	﹤0.01%	4286
2022 Q2	$203K	Hold	23,570	–	–	﹤0.01%	4253
2022 Q1	$401K	Hold	23,570	–	–	﹤0.01%	4057
2021 Q4	$494K	Buy	23,570 +3,693	+19%	+$98.7K	﹤0.01%	4047
2021 Q3	$706K	Buy	19,877 +871	+5%	+$36K	﹤0.01%	3862
2021 Q2	$950K	Buy	19,006 +582	+3%	+$25K	﹤0.01%	3634
2021 Q1	$713K	Buy	18,424 +773	+4%	+$30K	﹤0.01%	3687
2020 Q4	$602K	Hold	17,651	–	–	﹤0.01%	3536
2020 Q3	$321K	Buy	+17,651	New	+$286K	﹤0.01%	3575

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Sagil Capital London, United Kingdom $263M AUM 88.6% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 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

Geode Capital Management's BWMX Position: Q2 2024 in Review

Geode Capital Management sold out of Betterware México (BWMX) in Q2 2024, closing a stake of 26,794 shares — an estimated $535K sold.

Geode Capital Management first reported a position in BWMX in Q3 2020 and held it in 15 quarters. The position peaked at $950K in Q2 2021. 38 funds tracked by Wall St. Rank hold BWMX as of Q2 2024.

Geode Capital Management reported no remaining Betterware México position as of Q2 2024 after selling out during the quarter.
Geode Capital Management sold 26,794 Betterware México shares in Q2 2024, an estimated $535K.
Geode Capital Management first reported a position in Betterware México in Q3 2020 and held it in 15 quarters.
Geode Capital Management's Betterware México position peaked at $950K in Q2 2021.
38 funds tracked by Wall St. Rank held Betterware México as of Q2 2024.

Based on Geode Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.