BerganKDV Wealth Management’s Cowen Inc. Class A Common Stock COWN Stock Holding History

BerganKDV Wealth 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	-250	Closed	-$9.65K	–	1136
2022 Q4	$9.65K	Hold	250	–	–	﹤0.01%	578
2022 Q3	$10K	Hold	250	–	–	﹤0.01%	582
2022 Q2	$6K	Hold	250	–	–	﹤0.01%	686
2022 Q1	$7K	Hold	250	–	–	﹤0.01%	678
2021 Q4	$9K	Hold	250	–	–	﹤0.01%	687
2021 Q3	$9K	Hold	250	–	–	﹤0.01%	668
2021 Q2	$10K	Hold	250	–	–	﹤0.01%	618
2021 Q1	$9K	Hold	250	–	–	﹤0.01%	600
2020 Q4	$6K	Hold	250	–	–	﹤0.01%	648
2020 Q3	$4K	Hold	250	–	–	﹤0.01%	623
2020 Q2	$4K	Hold	250	–	–	﹤0.01%	679
2020 Q1	$2K	Hold	250	–	–	﹤0.01%	774
2019 Q4	$4K	Hold	250	–	–	﹤0.01%	690
2019 Q3	$4K	Hold	250	–	–	﹤0.01%	595
2019 Q2	$4K	Buy	+250	New	+$4.04K	﹤0.01%	626

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

BerganKDV Wealth Management's COWN Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2023, closing a stake of 250 shares — an estimated $9.65K sold.

BerganKDV Wealth Management first reported a position in COWN in Q2 2019 and held it in 15 quarters. The position peaked at $10K in Q3 2022. 2 funds tracked by Wall St. Rank hold COWN as of Q1 2023.

BerganKDV Wealth Management reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 250 Cowen Inc. Class A Common Stock shares in Q1 2023, an estimated $9.65K.
BerganKDV Wealth Management first reported a position in Cowen Inc. Class A Common Stock in Q2 2019 and held it in 15 quarters.
BerganKDV Wealth Management's Cowen Inc. Class A Common Stock position peaked at $10K in Q3 2022.
2 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.