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Householder Group Estate & Retirement Specialist’s Cohen & Co COHN Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio COHN Stock Details COHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-345
Closed -$2K – 666
2024
Q3 		$2K Hold
345
– – ﹤0.01% 1025
2024
Q2 		$3K Buy
+345
New +$2.94K ﹤0.01% 997

Other funds holding COHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's COHN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Cohen & Co (COHN) in Q4 2024, closing a stake of 345 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in COHN in Q2 2024 and held it in 2 quarters. The position peaked at $3K in Q2 2024. 12 funds tracked by Wall St. Rank hold COHN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Cohen & Co position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 345 Cohen & Co shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Cohen & Co in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Cohen & Co position peaked at $3K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held Cohen & Co as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.