CW Advisors, LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2025-03-31 to 2025-06-30, CW Advisors, LLC opened 10 positions, added to 20, reduced 10, sold out of 2 and left 0 unchanged. The largest increase in value was NVS (+$3,618,272); the largest decrease was IBN (-$893,399).
- IBN: Country of operation —; Class ADR; Shares 2025-03-31 60,149; Shares 2025-06-30 29,803.
- HDB: Country of operation —; Class SPONSORED ADS; Shares 2025-03-31 14,995; Shares 2025-06-30 7,967.
- NVO: Country of operation —; Class ADR; Shares 2025-03-31 64,914; Shares 2025-06-30 64,859.
- KB: Country of operation —; Class SPONSORED ADR; Shares 2025-03-31 10,310; Shares 2025-06-30 5,217.
Two Form 13F-HR filings compared (SEC CIK 1904976): 2025-03-31 (filed 2025-05-14) and 2025-06-30 (filed 2025-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||