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Newbridge Financial Services Group’s CS Disco LAW Stock Holding History

Newbridge Financial Services Group’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
2022
Q4 		– Sell
-100
Closed -$1K – 1486
2022
Q3 		$1K Buy
+100
New +$1.82K ﹤0.01% 1307

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SG
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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newbridge Financial Services Group's LAW Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of CS Disco (LAW) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in LAW in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 102 funds tracked by Wall St. Rank hold LAW as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining CS Disco position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 100 CS Disco shares in Q4 2022, an estimated $1K.
  • Newbridge Financial Services Group first reported a position in CS Disco in Q3 2022 and held it in 1 quarter.
  • Newbridge Financial Services Group's CS Disco position peaked at $1K in Q3 2022.
  • 102 funds tracked by Wall St. Rank held CS Disco as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.