Cowen and Company’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History

Cowen and Company’s Portfolio OCAX Stock Details OCAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-311,653	Closed	-$3.49M	–	773
2024 Q2	$3.49M	Buy	311,653 +248,997	+397%	+$2.74M	0.1%	81
2024 Q1	$678K	Buy	+62,656	New	+$679K	0.03%	177
2023 Q4	–	Sell	-100,000	Closed	-$1.06M	–	707
2023 Q3	$1.06M	Buy	+100,000	New	+$1.06M	0.07%	137

Other funds holding OCAX

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Cowen and Company's OCAX Position: Q3 2024 in Review

Cowen and Company sold out of OCA Acquisition Corp. Class A Common Stock (OCAX) in Q3 2024, closing a stake of 311,653 shares — an estimated $3.49M sold.

Cowen and Company first reported a position in OCAX in Q3 2023 and held it in 3 quarters. The position peaked at $3.49M in Q2 2024. 4 funds tracked by Wall St. Rank hold OCAX as of Q3 2024.

Cowen and Company reported no remaining OCA Acquisition Corp. Class A Common Stock position as of Q3 2024 after selling out during the quarter.
Cowen and Company sold 311,653 OCA Acquisition Corp. Class A Common Stock shares in Q3 2024, an estimated $3.49M.
Cowen and Company first reported a position in OCA Acquisition Corp. Class A Common Stock in Q3 2023 and held it in 3 quarters.
Cowen and Company's OCA Acquisition Corp. Class A Common Stock position peaked at $3.49M in Q2 2024.
4 funds tracked by Wall St. Rank held OCA Acquisition Corp. Class A Common Stock as of Q3 2024.

Based on Cowen and Company's 13F filing for Q3 2024, filed 12 Nov 2024.