VWM
LAW icon

Venturi Wealth Management’s CS Disco LAW Stock Holding History

Venturi 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
Q4 		– Sell
-3,000
Closed -$17.6K – 1998
2024
Q3 		$17.6K Hold
3,000
– – ﹤0.01% 1049
2024
Q2 		$17.9K Hold
3,000
– – ﹤0.01% 965
2024
Q1 		$24.4K Sell
3,000
-4,260
-59% -$32.7K ﹤0.01% 685
2023
Q4 		$55.1K Hold
7,260
– – ﹤0.01% 477
2023
Q3 		$48.2K Buy
7,260
+2,260
+45% +$19.7K ﹤0.01% 475
2023
Q2 		$41.1K Hold
5,000
– – ﹤0.01% 452
2023
Q1 		$33.2K Buy
+5,000
New +$35.6K ﹤0.01% 521

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
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
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 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

Venturi Wealth Management's LAW Position: Q4 2024 in Review

Venturi Wealth Management sold out of CS Disco (LAW) in Q4 2024, closing a stake of 3,000 shares — an estimated $17.6K sold.

Venturi Wealth Management first reported a position in LAW in Q1 2023 and held it in 7 quarters. The position peaked at $55.1K in Q4 2023. 98 funds tracked by Wall St. Rank hold LAW as of Q4 2024.

  • Venturi Wealth Management reported no remaining CS Disco position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 3,000 CS Disco shares in Q4 2024, an estimated $17.6K.
  • Venturi Wealth Management first reported a position in CS Disco in Q1 2023 and held it in 7 quarters.
  • Venturi Wealth Management's CS Disco position peaked at $55.1K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held CS Disco as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.