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Optimum Investment Advisors’s Betterware México BWMX Stock Holding History

Optimum Investment Advisors’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
2021
Q4 		– Sell
-500
Closed -$18K – 830
2021
Q3 		$18K Hold
500
– – 0.01% 604
2021
Q2 		$25K Buy
+500
New +$21.4K 0.01% 624

Other funds holding BWMX

MIA
MMBG Investment Advisors Miami, Florida $1.09B AUM 30.96% 1-Year Est. Return
OCM
OLP Capital Management Causeway Bay, Hong Kong $942M AUM 5.25% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

Optimum Investment Advisors's BWMX Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Betterware México (BWMX) in Q4 2021, closing a stake of 500 shares — an estimated $18K sold.

Optimum Investment Advisors first reported a position in BWMX in Q2 2021 and held it in 2 quarters. The position peaked at $25K in Q2 2021. 20 funds tracked by Wall St. Rank hold BWMX as of Q4 2021.

  • Optimum Investment Advisors reported no remaining Betterware México position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Betterware México shares in Q4 2021, an estimated $18K.
  • Optimum Investment Advisors first reported a position in Betterware México in Q2 2021 and held it in 2 quarters.
  • Optimum Investment Advisors's Betterware México position peaked at $25K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held Betterware México as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.