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Advisory Services Network’s Lifeway Foods LWAY Stock Holding History

Advisory Services Network’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$83 – 3260
2025
Q3 		$83 Buy
+3
New +$84 ﹤0.01% 4396
2021
Q3 		– Sell
-2,477
Closed -$13K – 2470
2021
Q2 		$13K Buy
+2,477
New +$13K ﹤0.01% 2685
2021
Q1 		– Sell
-2,477
Closed -$13K – 2398
2020
Q4 		$13K Hold
2,477
– – ﹤0.01% 2312
2020
Q3 		$12K Buy
+2,477
New +$10.3K ﹤0.01% 2343

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $337M AUM 105.92% 1-Year Est. Return