WealthTrak Capital Management’s CS Disco LAW Stock Holding History

WealthTrak Capital 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
2025 Q1	–	Sell	-25	Closed	-$125	–	1054
2024 Q4	$125	Buy	+25	New	+$145	﹤0.01%	875

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

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

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 Oslo, Norway $935B AUM

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

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

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

WealthTrak Capital Management's LAW Position: Q1 2025 in Review

WealthTrak Capital Management sold out of CS Disco (LAW) in Q1 2025, closing a stake of 25 shares — an estimated $125 sold.

WealthTrak Capital Management first reported a position in LAW in Q4 2024 and held it in 1 quarter. The position peaked at $125 in Q4 2024. 96 funds tracked by Wall St. Rank hold LAW as of Q1 2025.

WealthTrak Capital Management reported no remaining CS Disco position as of Q1 2025 after selling out during the quarter.
WealthTrak Capital Management sold 25 CS Disco shares in Q1 2025, an estimated $125.
WealthTrak Capital Management first reported a position in CS Disco in Q4 2024 and held it in 1 quarter.
WealthTrak Capital Management's CS Disco position peaked at $125 in Q4 2024.
96 funds tracked by Wall St. Rank held CS Disco as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.