PFS Investments’s CS Disco LAW Stock Holding History

PFS Investments’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 Q2	$141K	Buy	17,135 +1,531	+10%	+$10.5K	﹤0.01%	503
2023 Q1	$93K	Buy	15,604 +4,982	+47%	+$35.4K	﹤0.01%	496
2022 Q4	$67K	Buy	+10,622	New	+$90.7K	﹤0.01%	439

Other funds holding LAW

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

PFS Investments's LAW Position: Q2 2023 in Review

PFS Investments increased its CS Disco (LAW) stake by 9.8% in Q2 2023, buying an estimated $10.5K and bringing the position to 17,135 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

PFS Investments first reported a position in LAW in Q4 2022 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold LAW as of Q2 2023.

PFS Investments held 17,135 shares of CS Disco worth $141K as of Q2 2023.
PFS Investments bought 1,531 CS Disco shares in Q2 2023, an estimated $10.5K.
CS Disco made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #503 holding.
PFS Investments first reported a position in CS Disco in Q4 2022 and has held it in 3 quarters since.
98 funds tracked by Wall St. Rank held CS Disco as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.