BFS
LAW icon

Bard Financial Services’s CS Disco LAW Stock Holding History

Bard Financial Services’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
2023
Q2 		– Sell
-17,950
Closed -$119K – 325
2023
Q1 		$119K Sell
17,950
-13,500
-43% -$96K 0.01% 312
2022
Q4 		$199K Sell
31,450
-12,625
-29% -$108K 0.02% 281
2022
Q3 		$441K Sell
44,075
-2,200
-5% -$40K 0.04% 206
2022
Q2 		$835K Buy
46,275
+875
+2% +$22.6K 0.08% 167
2022
Q1 		$1.54M Buy
45,400
+325
+0.7% +$10.7K 0.13% 122
2021
Q4 		$1.61M Buy
45,075
+2,000
+5% +$88.7K 0.13% 121
2021
Q3 		$2.06M Buy
+43,075
New +$2.18M 0.18% 109

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SG
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SP
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Franklin Resources
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return