TCI Wealth Advisors’s CS Disco LAW Stock Holding History

TCI Wealth Advisors’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 Q3	–	Sell	-174	Closed	-$3K	–	2438
2022 Q2	$3K	Buy	174 +43	+33%	+$1.11K	﹤0.01%	1823
2022 Q1	$4K	Buy	+131	New	+$4.3K	﹤0.01%	1726

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

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

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

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Untitled Investments New York $269M AUM 11.35% 1-Year Est. Return

TCI Wealth Advisors's LAW Position: Q3 2022 in Review

TCI Wealth Advisors sold out of CS Disco (LAW) in Q3 2022, closing a stake of 174 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in LAW in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 87 funds tracked by Wall St. Rank hold LAW as of Q3 2022.

TCI Wealth Advisors reported no remaining CS Disco position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 174 CS Disco shares in Q3 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in CS Disco in Q1 2022 and held it in 2 quarters.
TCI Wealth Advisors's CS Disco position peaked at $4K in Q1 2022.
87 funds tracked by Wall St. Rank held CS Disco as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.