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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s CS Disco LAW Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
Q1 		– Sell
-11,060
Closed -$69.9K – 333
2022
Q4 		$69.9K Buy
+11,060
New +$94.5K 0.06% 140

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s LAW Position: Q1 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of CS Disco (LAW) in Q1 2023, closing a stake of 11,060 shares — an estimated $69.9K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in LAW in Q4 2022 and held it in 1 quarter. The position peaked at $69.9K in Q4 2022. 109 funds tracked by Wall St. Rank hold LAW as of Q1 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining CS Disco position as of Q1 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 11,060 CS Disco shares in Q1 2023, an estimated $69.9K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CS Disco in Q4 2022 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CS Disco position peaked at $69.9K in Q4 2022.
  • 109 funds tracked by Wall St. Rank held CS Disco as of Q1 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2023, filed 7 Aug 2026.