Covestor’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Covestor’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	-107	Closed	-$4K	–	2799
2022 Q4	$4K	Sell	107 -63	-37%	-$2.43K	﹤0.01%	1661
2022 Q3	$7K	Sell	170 -117	-41%	-$4.25K	0.01%	1424
2022 Q2	$7K	Buy	287 +102	+55%	+$2.48K	0.01%	1345
2022 Q1	$5K	Buy	185 +41	+28%	+$1.25K	﹤0.01%	1517
2021 Q4	$5K	Buy	+144	New	+$5.28K	0.01%	1362

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

Covestor's COWN Position: Q1 2023 in Review

Covestor sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2023, closing a stake of 107 shares — an estimated $4K sold.

Covestor first reported a position in COWN in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q3 2022. 2 funds tracked by Wall St. Rank hold COWN as of Q1 2023.

Covestor reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Covestor sold 107 Cowen Inc. Class A Common Stock shares in Q1 2023, an estimated $4K.
Covestor first reported a position in Cowen Inc. Class A Common Stock in Q4 2021 and held it in 5 quarters.
Covestor's Cowen Inc. Class A Common Stock position peaked at $7K in Q3 2022.
2 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.