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O'Shaughnessy Asset Management’s Betterware México BWMX Stock Holding History

O'Shaughnessy Asset 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
2025
Q1 		– Sell
-11,295
Closed -$126K – 2313
2024
Q4 		$126K Sell
11,295
-13,432
-54% -$165K ﹤0.01% 1830
2024
Q3 		$313K Sell
24,727
-50,129
-67% -$703K ﹤0.01% 1466
2024
Q2 		$1.09M Sell
74,856
-50
-0.1% -$867 0.01% 816
2024
Q1 		$1.5M Buy
74,906
+7,610
+11% +$117K 0.02% 674
2023
Q4 		$938K Buy
67,296
+17,683
+36% +$258K 0.01% 775
2023
Q3 		$808K Buy
+49,613
New +$747K 0.01% 757

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
Commons Capital Needham, Massachusetts $120M AUM 31.45% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

O'Shaughnessy Asset Management's BWMX Position: Q1 2025 in Review

O'Shaughnessy Asset Management sold out of Betterware México (BWMX) in Q1 2025, closing a stake of 11,295 shares — an estimated $126K sold.

O'Shaughnessy Asset Management first reported a position in BWMX in Q3 2023 and held it in 6 quarters. The position peaked at $1.5M in Q1 2024. 31 funds tracked by Wall St. Rank hold BWMX as of Q1 2025.

  • O'Shaughnessy Asset Management reported no remaining Betterware México position as of Q1 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 11,295 Betterware México shares in Q1 2025, an estimated $126K.
  • O'Shaughnessy Asset Management first reported a position in Betterware México in Q3 2023 and held it in 6 quarters.
  • O'Shaughnessy Asset Management's Betterware México position peaked at $1.5M in Q1 2024.
  • 31 funds tracked by Wall St. Rank held Betterware México as of Q1 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2025, filed 13 May 2025.