Avior Wealth Management’s CS Disco LAW Stock Holding History

Avior Wealth Management’s Portfolio LAW Stock Details LAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5	Closed	-$40	–	3052
2024 Q1	$40	Buy	+5	New	+$38	﹤0.01%	3536

Other funds holding LAW

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's LAW Position: Q2 2024 in Review

Avior Wealth Management sold out of CS Disco (LAW) in Q2 2024, closing a stake of 5 shares — an estimated $40 sold.

Avior Wealth Management first reported a position in LAW in Q1 2024 and held it in 1 quarter. The position peaked at $40 in Q1 2024. 91 funds tracked by Wall St. Rank hold LAW as of Q2 2024.

Avior Wealth Management reported no remaining CS Disco position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 5 CS Disco shares in Q2 2024, an estimated $40.
Avior Wealth Management first reported a position in CS Disco in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's CS Disco position peaked at $40 in Q1 2024.
91 funds tracked by Wall St. Rank held CS Disco as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.