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Blue Trust Inc’s CS Disco LAW Stock Holding History

Blue Trust Inc’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
-38
Closed – – 2300
2023
Q1 		$0 Buy
+38
New +$270 ﹤0.01% 2486

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SG
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SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Blue Trust Inc's LAW Position: Q2 2023 in Review

Blue Trust Inc sold out of CS Disco (LAW) in Q2 2023, closing a stake of 38 shares.

Blue Trust Inc first reported a position in LAW in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 98 funds tracked by Wall St. Rank hold LAW as of Q2 2023.

  • Blue Trust Inc reported no remaining CS Disco position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 38 CS Disco shares in Q2 2023.
  • Blue Trust Inc first reported a position in CS Disco in Q1 2023 and held it in 1 quarter.
  • Blue Trust Inc's CS Disco position peaked at $0 in Q1 2023.
  • 98 funds tracked by Wall St. Rank held CS Disco as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.