AWM
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Accel Wealth Management’s Cohen & Co COHN Stock Holding History

Accel Wealth Management’s Portfolio COHN Stock Details COHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7
Closed – – 904
2021
Q1 		$0 Hold
7
– – ﹤0.01% 876
2020
Q4 		$0 Buy
+7
New +$125 ﹤0.01% 835

Other funds holding COHN

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HWM
HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return

Accel Wealth Management's COHN Position: Q2 2021 in Review

Accel Wealth Management sold out of Cohen & Co (COHN) in Q2 2021, closing a stake of 7 shares.

Accel Wealth Management first reported a position in COHN in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 9 funds tracked by Wall St. Rank hold COHN as of Q2 2021.

  • Accel Wealth Management reported no remaining Cohen & Co position as of Q2 2021 after selling out during the quarter.
  • Accel Wealth Management sold 7 Cohen & Co shares in Q2 2021.
  • Accel Wealth Management first reported a position in Cohen & Co in Q4 2020 and held it in 2 quarters.
  • Accel Wealth Management's Cohen & Co position peaked at $0 in Q1 2021.
  • 9 funds tracked by Wall St. Rank held Cohen & Co as of Q2 2021.

Based on Accel Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.