Belpointe Asset Management’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Belpointe Asset Management’s Portfolio COWN Stock Details COWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,200	Closed	-$124K	–	3934
2022 Q4	$124K	Hold	3,200	–	–	0.01%	1125
2022 Q3	$124K	Sell	3,200 -12,500	-80%	-$455K	0.01%	1047
2022 Q2	$372K	Buy	15,700 +750	+5%	+$18.2K	0.02%	604
2022 Q1	$405K	Hold	14,950	–	–	0.02%	610
2021 Q4	$540K	Buy	14,950 +4,050	+37%	+$149K	0.03%	493
2021 Q3	$374K	Buy	10,900 +2,450	+29%	+$91.9K	0.03%	607
2021 Q2	$347K	Buy	+8,450	New	+$332K	0.03%	619

Other funds holding COWN

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Belpointe Asset Management's COWN Position: Q1 2023 in Review

Belpointe Asset Management sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2023, closing a stake of 3,200 shares — an estimated $124K sold.

Belpointe Asset Management first reported a position in COWN in Q2 2021 and held it in 7 quarters. The position peaked at $540K in Q4 2021. 2 funds tracked by Wall St. Rank hold COWN as of Q1 2023.

Belpointe Asset Management reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Belpointe Asset Management sold 3,200 Cowen Inc. Class A Common Stock shares in Q1 2023, an estimated $124K.
Belpointe Asset Management first reported a position in Cowen Inc. Class A Common Stock in Q2 2021 and held it in 7 quarters.
Belpointe Asset Management's Cowen Inc. Class A Common Stock position peaked at $540K in Q4 2021.
2 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.