CAC
WEL

Cowen and Company’s Integrated Wellness Acquisition Corp WEL Stock Holding History

Cowen and Company’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-201,654
Closed -$2.38M – 551
2024
Q3 		$2.38M Buy
201,654
+100
+0% +$1.17K 0.08% 103
2024
Q2 		$2.33M Buy
201,554
+1,500
+0.7% +$17.3K 0.06% 109
2024
Q1 		$2.28M Buy
200,054
+38,147
+24% +$430K 0.09% 109
2023
Q4 		$1.82M Buy
+161,907
New +$1.79M 0.12% 120

Other funds holding WEL

MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return

Cowen and Company's WEL Position: Q4 2024 in Review

Cowen and Company sold out of Integrated Wellness Acquisition Corp (WEL) in Q4 2024, closing a stake of 201,654 shares — an estimated $2.38M sold.

Cowen and Company first reported a position in WEL in Q4 2023 and held it in 4 quarters. The position peaked at $2.38M in Q3 2024. 3 funds tracked by Wall St. Rank hold WEL as of Q4 2024.

  • Cowen and Company reported no remaining Integrated Wellness Acquisition Corp position as of Q4 2024 after selling out during the quarter.
  • Cowen and Company sold 201,654 Integrated Wellness Acquisition Corp shares in Q4 2024, an estimated $2.38M.
  • Cowen and Company first reported a position in Integrated Wellness Acquisition Corp in Q4 2023 and held it in 4 quarters.
  • Cowen and Company's Integrated Wellness Acquisition Corp position peaked at $2.38M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q4 2024.

Based on Cowen and Company's 13F filing for Q4 2024.