Cetera Investment Advisers
LAW icon

Cetera Investment Advisers’s CS Disco LAW Stock Holding History

Cetera Investment Advisers’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
2025
Q2 		– Sell
-22,451
Closed -$91.8K – 4164
2025
Q1 		$91.8K Buy
22,451
+12
+0.1% +$58 ﹤0.01% 3791
2024
Q4 		$112K Buy
22,439
+125
+0.6% +$726 ﹤0.01% 3559
2024
Q3 		$131K Hold
22,314
– – ﹤0.01% 3489
2024
Q2 		$133K Sell
22,314
-300
-1% -$2.07K ﹤0.01% 3461
2024
Q1 		$184K Buy
+22,614
New +$173K ﹤0.01% 3376

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
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
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
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
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cetera Investment Advisers's LAW Position: Q2 2025 in Review

Cetera Investment Advisers sold out of CS Disco (LAW) in Q2 2025, closing a stake of 22,451 shares — an estimated $91.8K sold.

Cetera Investment Advisers first reported a position in LAW in Q1 2024 and held it in 5 quarters. The position peaked at $184K in Q1 2024. 104 funds tracked by Wall St. Rank hold LAW as of Q2 2025.

  • Cetera Investment Advisers reported no remaining CS Disco position as of Q2 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 22,451 CS Disco shares in Q2 2025, an estimated $91.8K.
  • Cetera Investment Advisers first reported a position in CS Disco in Q1 2024 and held it in 5 quarters.
  • Cetera Investment Advisers's CS Disco position peaked at $184K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held CS Disco as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.