Avior Wealth Management’s Lifeway Foods LWAY Stock Holding History

Avior Wealth Management’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 Q4	–	Sell	-1,025	Closed	-$5K	–	1169
2021 Q3	$5K	Buy	+1,025	New	+$5.96K	﹤0.01%	852

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KBG

Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return

Avior Wealth Management's LWAY Position: Q4 2021 in Review

Avior Wealth Management sold out of Lifeway Foods (LWAY) in Q4 2021, closing a stake of 1,025 shares — an estimated $5K sold.

Avior Wealth Management first reported a position in LWAY in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 21 funds tracked by Wall St. Rank hold LWAY as of Q4 2021.

Avior Wealth Management reported no remaining Lifeway Foods position as of Q4 2021 after selling out during the quarter.
Avior Wealth Management sold 1,025 Lifeway Foods shares in Q4 2021, an estimated $5K.
Avior Wealth Management first reported a position in Lifeway Foods in Q3 2021 and held it in 1 quarter.
Avior Wealth Management's Lifeway Foods position peaked at $5K in Q3 2021.
21 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2021.

Based on Avior Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.