BETTERWARE DE MEXICO, S.A.P.I. DE C.V (BWMX) — Institutional Holders, Q4 2023
2 institutional investment managers reported a BWMX position on SEC Form 13F-HR for the quarter ended December 31, 2023, with a combined reported value of $2.0K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BWMX 13F holders ranked 1–2 of 2
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q3 2023 |
|---|---|---|---|---|---|
| 1 | NewEdge Advisors#1 · 137 sh | 137 | $1.9K | — | -66.4% |
| 2 | LAZARD ASSET MANAGEMENT#2 · 9,017 sh | 9,017 | $125.00 | — | +546.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q4 2023. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q3 2023 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.