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

Other funds holding LAW

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

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

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Bard Financial Services's LAW Position: Q2 2023 in Review

Bard Financial Services sold out of CS Disco (LAW) in Q2 2023, closing a stake of 17,950 shares — an estimated $119K sold.

Bard Financial Services first reported a position in LAW in Q3 2021 and held it in 7 quarters. The position peaked at $2.06M in Q3 2021. 98 funds tracked by Wall St. Rank hold LAW as of Q2 2023.

Bard Financial Services reported no remaining CS Disco position as of Q2 2023 after selling out during the quarter.
Bard Financial Services sold 17,950 CS Disco shares in Q2 2023, an estimated $119K.
Bard Financial Services first reported a position in CS Disco in Q3 2021 and held it in 7 quarters.
Bard Financial Services's CS Disco position peaked at $2.06M in Q3 2021.
98 funds tracked by Wall St. Rank held CS Disco as of Q2 2023.

Based on Bard Financial Services's 13F filing for Q2 2023, filed 11 Jul 2023.