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Allworth Financial’s Lifeway Foods LWAY Stock Holding History

Allworth Financial’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
2026
Q1 		– Sell
-20
Closed -$485 – 5271
2025
Q4 		$485 Buy
+20
New +$490 ﹤0.01% 4531
2017
Q2 		– Sell
-100
Closed -$1K – 797
2017
Q1 		$1K Hold
100
– – ﹤0.01% 706
2016
Q4 		$1K Hold
100
– – ﹤0.01% 630
2016
Q3 		$2K Hold
100
– – ﹤0.01% 595
2016
Q2 		$1K Hold
100
– – ﹤0.01% 600
2016
Q1 		$1K Hold
100
– – ﹤0.01% 576
2015
Q4 		$1K Hold
100
– – ﹤0.01% 585
2015
Q3 		$1K Hold
100
– – ﹤0.01% 584
2015
Q2 		$2K Hold
100
– – ﹤0.01% 529
2015
Q1 		$2K Buy
+100
New +$1.91K ﹤0.01% 534

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $337M AUM 105.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return