Carson Wealth (CWM LLC)’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Carson Wealth (CWM LLC)’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	-689	Closed	-$27K	–	4506
2022 Q4	$27K	Buy	689 +6	+0.9%	+$232	﹤0.01%	2170
2022 Q3	$26K	Hold	683	–	–	﹤0.01%	2075
2022 Q2	$16K	Buy	683 +534	+358%	+$13K	﹤0.01%	2295
2022 Q1	$4K	Buy	149 +141	+1,763%	+$4.29K	﹤0.01%	2989
2021 Q4	$0	Buy	+8	New	+$293	﹤0.01%	3719

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

Carson Wealth (CWM LLC)'s COWN Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2023, closing a stake of 689 shares — an estimated $27K sold.

Carson Wealth (CWM LLC) first reported a position in COWN in Q4 2021 and held it in 5 quarters. The position peaked at $27K in Q4 2022. 2 funds tracked by Wall St. Rank hold COWN as of Q1 2023.

Carson Wealth (CWM LLC) reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 689 Cowen Inc. Class A Common Stock shares in Q1 2023, an estimated $27K.
Carson Wealth (CWM LLC) first reported a position in Cowen Inc. Class A Common Stock in Q4 2021 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Cowen Inc. Class A Common Stock position peaked at $27K in Q4 2022.
2 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.