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Private Wealth Management Group’s CS Disco LAW Stock Holding History

Private Wealth Management 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
2024
Q2 		– Sell
-423
Closed -$3.44K – 1563
2024
Q1 		$3.44K Hold
423
– – ﹤0.01% 763
2023
Q4 		$3.21K Buy
+423
New +$2.67K ﹤0.01% 775

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Wealth Management Group's LAW Position: Q2 2024 in Review

Private Wealth Management Group sold out of CS Disco (LAW) in Q2 2024, closing a stake of 423 shares — an estimated $3.44K sold.

Private Wealth Management Group first reported a position in LAW in Q4 2023 and held it in 2 quarters. The position peaked at $3.44K in Q1 2024. 91 funds tracked by Wall St. Rank hold LAW as of Q2 2024.

  • Private Wealth Management Group reported no remaining CS Disco position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 423 CS Disco shares in Q2 2024, an estimated $3.44K.
  • Private Wealth Management Group first reported a position in CS Disco in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's CS Disco position peaked at $3.44K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held CS Disco as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.