Bleakley Financial Group’s CS Disco LAW Stock Holding History

Bleakley Financial Group’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 Q4	–	Sell	-11,462	Closed	-$67.4K	–	1083
2024 Q3	$67.4K	Buy	+11,462	New	+$63.9K	﹤0.01%	988

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

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

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

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 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

Bleakley Financial Group's LAW Position: Q4 2024 in Review

Bleakley Financial Group sold out of CS Disco (LAW) in Q4 2024, closing a stake of 11,462 shares — an estimated $67.4K sold.

Bleakley Financial Group first reported a position in LAW in Q3 2024 and held it in 1 quarter. The position peaked at $67.4K in Q3 2024. 98 funds tracked by Wall St. Rank hold LAW as of Q4 2024.

Bleakley Financial Group reported no remaining CS Disco position as of Q4 2024 after selling out during the quarter.
Bleakley Financial Group sold 11,462 CS Disco shares in Q4 2024, an estimated $67.4K.
Bleakley Financial Group first reported a position in CS Disco in Q3 2024 and held it in 1 quarter.
Bleakley Financial Group's CS Disco position peaked at $67.4K in Q3 2024.
98 funds tracked by Wall St. Rank held CS Disco as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.