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Washington Trust Advisors’s CS Disco LAW Stock Holding History

Washington Trust 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
2024
Q4 		– Sell
-397
Closed -$2.33K – 675
2024
Q3 		$2.33K Hold
397
– – ﹤0.01% 630
2024
Q2 		$2.37K Hold
397
– – ﹤0.01% 623
2024
Q1 		$3.23K Hold
397
– – ﹤0.01% 619
2023
Q4 		$3.01K Hold
397
– – ﹤0.01% 626
2023
Q3 		$2.64K Hold
397
– – ﹤0.01% 624
2023
Q2 		$3.26K Hold
397
– – ﹤0.01% 591
2023
Q1 		$2.64K Hold
397
– – ﹤0.01% 705
2022
Q4 		$2.51K Hold
397
– – ﹤0.01% 705
2022
Q3 		$4K Buy
397
+156
+65% +$2.84K ﹤0.01% 753
2022
Q2 		$4K Hold
241
– – ﹤0.01% 787
2022
Q1 		$8K Buy
241
+92
+62% +$3.02K ﹤0.01% 740
2021
Q4 		$5K Buy
+149
New +$6.61K ﹤0.01% 850

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

Washington Trust Advisors's LAW Position: Q4 2024 in Review

Washington Trust Advisors sold out of CS Disco (LAW) in Q4 2024, closing a stake of 397 shares — an estimated $2.33K sold.

Washington Trust Advisors first reported a position in LAW in Q4 2021 and held it in 12 quarters. The position peaked at $8K in Q1 2022. 98 funds tracked by Wall St. Rank hold LAW as of Q4 2024.

  • Washington Trust Advisors reported no remaining CS Disco position as of Q4 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 397 CS Disco shares in Q4 2024, an estimated $2.33K.
  • Washington Trust Advisors first reported a position in CS Disco in Q4 2021 and held it in 12 quarters.
  • Washington Trust Advisors's CS Disco position peaked at $8K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held CS Disco as of Q4 2024.

Based on Washington Trust Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.