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Money Concepts Capital’s Lifeway Foods LWAY Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-169
Closed -$938 – 1882
2022
Q4 		$938 Buy
+169
New +$1.05K ﹤0.01% 2894

Other funds holding LWAY

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Money Concepts Capital's LWAY Position: Q1 2023 in Review

Money Concepts Capital sold out of Lifeway Foods (LWAY) in Q1 2023, closing a stake of 169 shares — an estimated $938 sold.

Money Concepts Capital first reported a position in LWAY in Q4 2022 and held it in 1 quarter. The position peaked at $938 in Q4 2022. 23 funds tracked by Wall St. Rank hold LWAY as of Q1 2023.

  • Money Concepts Capital reported no remaining Lifeway Foods position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 169 Lifeway Foods shares in Q1 2023, an estimated $938.
  • Money Concepts Capital first reported a position in Lifeway Foods in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Lifeway Foods position peaked at $938 in Q4 2022.
  • 23 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.