Capital Performance Advisors’s CS Disco LAW Stock Holding History

Capital Performance Advisors’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	-22	Closed	-$129	–	1513
2024 Q3	$129	Buy	+22	New	+$123	﹤0.01%	2653

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

Capital Performance Advisors's LAW Position: Q4 2024 in Review

Capital Performance Advisors sold out of CS Disco (LAW) in Q4 2024, closing a stake of 22 shares — an estimated $129 sold.

Capital Performance Advisors first reported a position in LAW in Q3 2024 and held it in 1 quarter. The position peaked at $129 in Q3 2024. 98 funds tracked by Wall St. Rank hold LAW as of Q4 2024.

Capital Performance Advisors reported no remaining CS Disco position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 22 CS Disco shares in Q4 2024, an estimated $129.
Capital Performance Advisors first reported a position in CS Disco in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's CS Disco position peaked at $129 in Q3 2024.
98 funds tracked by Wall St. Rank held CS Disco as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.