CAPTRUST Financial Advisors
BOWN

CAPTRUST Financial Advisors’s Bowen Acquisition Corp BOWN Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BOWN Stock Details BOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,679
Closed -$151K – 2215
2023
Q4 		$151K Sell
14,679
-2,725
-16% -$28K ﹤0.01% 2464
2023
Q3 		$177K Buy
+17,404
New +$177K ﹤0.01% 2323

Other funds holding BOWN

FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
EAM
Exos Asset Management New York $2.32K AUM 108.13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

CAPTRUST Financial Advisors's BOWN Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Bowen Acquisition Corp (BOWN) in Q1 2024, closing a stake of 14,679 shares — an estimated $151K sold.

CAPTRUST Financial Advisors first reported a position in BOWN in Q3 2023 and held it in 2 quarters. The position peaked at $177K in Q3 2023. 31 funds tracked by Wall St. Rank hold BOWN as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Bowen Acquisition Corp position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 14,679 Bowen Acquisition Corp shares in Q1 2024, an estimated $151K.
  • CAPTRUST Financial Advisors first reported a position in Bowen Acquisition Corp in Q3 2023 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Bowen Acquisition Corp position peaked at $177K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Bowen Acquisition Corp as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.