CFA
COWN

Carroll Financial Associates’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Carroll Financial Associates’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
2021
Q3 		– Sell
-95
Closed -$3K – 2031
2021
Q2 		$3K Buy
+95
New +$3.73K ﹤0.01% 1549

Other funds holding COWN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Carroll Financial Associates's COWN Position: Q3 2021 in Review

Carroll Financial Associates sold out of Cowen Inc. Class A Common Stock (COWN) in Q3 2021, closing a stake of 95 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in COWN in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 180 funds tracked by Wall St. Rank hold COWN as of Q3 2021.

  • Carroll Financial Associates reported no remaining Cowen Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 95 Cowen Inc. Class A Common Stock shares in Q3 2021, an estimated $3K.
  • Carroll Financial Associates first reported a position in Cowen Inc. Class A Common Stock in Q2 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Cowen Inc. Class A Common Stock position peaked at $3K in Q2 2021.
  • 180 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.