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Bellevue Asset Management’s CS Disco LAW Stock Holding History

Bellevue Asset 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
-151
Closed -$1.23K – 471
2024
Q1 		$1.23K Hold
151
– – ﹤0.01% 447
2023
Q4 		$1.15K Hold
151
– – ﹤0.01% 450
2023
Q3 		$1K Hold
151
– – ﹤0.01% 452
2023
Q2 		$1.24K Hold
151
– – ﹤0.01% 458
2023
Q1 		$1K Buy
+151
New +$1.07K ﹤0.01% 483
2022
Q4 		– Sell
-151
Closed -$1K – 487
2022
Q3 		$1K Buy
151
+59
+64% +$1.07K ﹤0.01% 474
2022
Q2 		$2K Hold
92
– – ﹤0.01% 414
2022
Q1 		$3K Buy
+92
New +$3.02K ﹤0.01% 403

Other funds holding LAW

DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SP
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bellevue Asset Management's LAW Position: Q2 2024 in Review

Bellevue Asset Management sold out of CS Disco (LAW) in Q2 2024, closing a stake of 151 shares — an estimated $1.23K sold.

Bellevue Asset Management first reported a position in LAW in Q1 2022 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 91 funds tracked by Wall St. Rank hold LAW as of Q2 2024.

  • Bellevue Asset Management reported no remaining CS Disco position as of Q2 2024 after selling out during the quarter.
  • Bellevue Asset Management sold 151 CS Disco shares in Q2 2024, an estimated $1.23K.
  • Bellevue Asset Management first reported a position in CS Disco in Q1 2022 and held it in 8 quarters.
  • Bellevue Asset Management's CS Disco position peaked at $3K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held CS Disco as of Q2 2024.

Based on Bellevue Asset Management's 13F filing for Q2 2024, filed 31 Jul 2024.