Prosperity Wealth Management’s CS Disco LAW Stock Holding History

Prosperity Wealth Management’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 Q1	–	Sell	-21,100	Closed	-$160K	–	191
2023 Q4	$160K	Buy	+21,100	New	+$133K	0.1%	135

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

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

Prosperity Wealth Management's LAW Position: Q1 2024 in Review

Prosperity Wealth Management sold out of CS Disco (LAW) in Q1 2024, closing a stake of 21,100 shares — an estimated $160K sold.

Prosperity Wealth Management first reported a position in LAW in Q4 2023 and held it in 1 quarter. The position peaked at $160K in Q4 2023. 100 funds tracked by Wall St. Rank hold LAW as of Q1 2024.

Prosperity Wealth Management reported no remaining CS Disco position as of Q1 2024 after selling out during the quarter.
Prosperity Wealth Management sold 21,100 CS Disco shares in Q1 2024, an estimated $160K.
Prosperity Wealth Management first reported a position in CS Disco in Q4 2023 and held it in 1 quarter.
Prosperity Wealth Management's CS Disco position peaked at $160K in Q4 2023.
100 funds tracked by Wall St. Rank held CS Disco as of Q1 2024.

Based on Prosperity Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.