Crewe Advisors’s CS Disco LAW Stock Holding History

Crewe 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
2023 Q3	–	Sell	-15	Closed	-$124	–	766
2023 Q2	$124	Buy	+15	New	+$103	﹤0.01%	832

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

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Crewe Advisors's LAW Position: Q3 2023 in Review

Crewe Advisors sold out of CS Disco (LAW) in Q3 2023, closing a stake of 15 shares — an estimated $124 sold.

Crewe Advisors first reported a position in LAW in Q2 2023 and held it in 1 quarter. The position peaked at $124 in Q2 2023. 109 funds tracked by Wall St. Rank hold LAW as of Q3 2023.

Crewe Advisors reported no remaining CS Disco position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 15 CS Disco shares in Q3 2023, an estimated $124.
Crewe Advisors first reported a position in CS Disco in Q2 2023 and held it in 1 quarter.
Crewe Advisors's CS Disco position peaked at $124 in Q2 2023.
109 funds tracked by Wall St. Rank held CS Disco as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.