Altus Wealth Group’s Lifeway Foods LWAY Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-100	Closed	-$1K	–	514
2020 Q4	$1K	Buy	+100	New	+$572	﹤0.01%	803

Other funds holding LWAY

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Altus Wealth Group's LWAY Position: Q1 2021 in Review

Altus Wealth Group sold out of Lifeway Foods (LWAY) in Q1 2021, closing a stake of 100 shares — an estimated $1K sold.

Altus Wealth Group first reported a position in LWAY in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 23 funds tracked by Wall St. Rank hold LWAY as of Q1 2021.

Altus Wealth Group reported no remaining Lifeway Foods position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 100 Lifeway Foods shares in Q1 2021, an estimated $1K.
Altus Wealth Group first reported a position in Lifeway Foods in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Lifeway Foods position peaked at $1K in Q4 2020.
23 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.