IFP Advisors’s Cohen & Co COHN Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-6	Closed	-$2K	–	3559
2022 Q4	$2K	Sell	6 -3	-33%	-$28	﹤0.01%	4129
2022 Q3	$3K	Hold	9	–	–	﹤0.01%	4199
2022 Q2	$3K	Hold	9	–	–	﹤0.01%	3964
2022 Q1	$3K	Buy	+9	New	+$137	﹤0.01%	3964
2019 Q4	–	Sell	-66	Closed	–	–	2871
2019 Q3	$0	Buy	+66	New	+$278	﹤0.01%	3077
2019 Q1	$0	Buy	+60	New	+$481	﹤0.01%	2533
2016 Q2	–	Sell	-6	Closed	–	–	3861
2016 Q1	$0	Buy	+6	New	+$58	﹤0.01%	2536

Other funds holding COHN

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWM

HighMark Wealth Management St. Paul, Minnesota $299M AUM 53.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors's COHN Position: Q1 2023 in Review

IFP Advisors sold out of Cohen & Co (COHN) in Q1 2023, closing a stake of 6 shares — an estimated $2K sold.

IFP Advisors first reported a position in COHN in Q1 2016 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 9 funds tracked by Wall St. Rank hold COHN as of Q1 2023.

IFP Advisors reported no remaining Cohen & Co position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 6 Cohen & Co shares in Q1 2023, an estimated $2K.
IFP Advisors first reported a position in Cohen & Co in Q1 2016 and held it in 7 quarters.
IFP Advisors's Cohen & Co position peaked at $3K in Q3 2022.
9 funds tracked by Wall St. Rank held Cohen & Co as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.