Greenwich Wealth Management’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Greenwich Wealth Management’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	-24,750	Closed	-$956K	–	247
2022 Q4	$956K	Hold	24,750	–	–	0.11%	111
2022 Q3	$956K	Sell	24,750 -1	-0%	-$36	0.1%	107
2022 Q2	$586K	Hold	24,751	–	–	0.08%	146
2022 Q1	$671K	Hold	24,751	–	–	0.07%	140
2021 Q4	$894K	Hold	24,751	–	–	0.07%	121
2021 Q3	$849K	Hold	24,751	–	–	0.07%	119
2021 Q2	$1.02M	Sell	24,751 -1	-0%	-$39	0.09%	105
2021 Q1	$870K	Buy	24,752 +1	+0%	+$32	0.07%	109
2020 Q4	$643K	Buy	24,751 +1	+0%	+$23	0.06%	116
2020 Q3	$403K	Hold	24,750	–	–	0.07%	131
2020 Q2	$401K	Hold	24,750	–	–	0.08%	127
2020 Q1	$239K	Hold	24,750	–	–	0.05%	148
2019 Q4	$390K	Hold	24,750	–	–	0.08%	139
2019 Q3	$381K	Hold	24,750	–	–	0.07%	136
2019 Q2	$425K	Hold	24,750	–	–	0.07%	132
2019 Q1	$359K	Hold	24,750	–	–	0.06%	131
2018 Q4	$330K	Hold	24,750	–	–	0.07%	138
2018 Q3	$403K	Hold	24,750	–	–	0.07%	131
2018 Q2	$343K	Hold	24,750	–	–	0.06%	138
2018 Q1	$327K	Sell	24,750 -16,038	-39%	-$219K	0.05%	136
2017 Q4	$557K	Hold	40,788	–	–	0.09%	110
2017 Q3	$726K	Sell	40,788 -4,009	-9%	-$65.6K	0.12%	95
2017 Q2	$728K	Hold	44,797	–	–	0.12%	94
2017 Q1	$670K	Hold	44,797	–	–	0.09%	97
2016 Q4	$694K	Sell	44,797 -26	-0.1%	-$373	0.09%	111
2016 Q3	$651K	Hold	44,823	–	–	0.12%	111
2016 Q2	$531K	Hold	44,823	–	–	0.13%	118
2016 Q1	$683K	Sell	44,823 -13,340	-23%	-$175K	0.18%	105
2015 Q4	$891K	Hold	58,163	–	–	0.22%	82
2015 Q3	$1.06M	Sell	58,163 -69,337	-54%	-$1.53M	0.26%	82
2015 Q2	$3.26M	Buy	127,500 +3,750	+3%	+$87.9K	0.42%	71
2015 Q1	$2.57M	Hold	123,750	–	–	0.29%	78
2014 Q4	$2.38M	Hold	123,750	–	–	0.16%	86
2014 Q3	$1.86M	Hold	123,750	–	–	0.13%	95
2014 Q2	$2.09M	Hold	123,750	–	–	0.14%	90
2014 Q1	$2.18M	Hold	123,750	–	–	0.15%	85
2013 Q4	$1.94M	Hold	123,750	–	–	0.2%	93
2013 Q3	$1.7M	Hold	123,750	–	–	0.12%	91
2013 Q2	$1.43M	Buy	+123,750	New	+$1.39M	0.11%	92

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

Greenwich Wealth Management's COWN Position: Q1 2023 in Review

Greenwich Wealth Management sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2023, closing a stake of 24,750 shares — an estimated $956K sold.

Greenwich Wealth Management first reported a position in COWN in Q2 2013 and held it in 39 quarters. The position peaked at $3.26M in Q2 2015. 2 funds tracked by Wall St. Rank hold COWN as of Q1 2023.

Greenwich Wealth Management reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Greenwich Wealth Management sold 24,750 Cowen Inc. Class A Common Stock shares in Q1 2023, an estimated $956K.
Greenwich Wealth Management first reported a position in Cowen Inc. Class A Common Stock in Q2 2013 and held it in 39 quarters.
Greenwich Wealth Management's Cowen Inc. Class A Common Stock position peaked at $3.26M in Q2 2015.
2 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2023.

Based on Greenwich Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.