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Impact Partnership Wealth’s Cohen & Co COHN Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-259
Closed -$1.72K – 738
2023
Q4 		$1.72K Buy
+259
New +$1.71K ﹤0.01% 712

Other funds holding COHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Impact Partnership Wealth's COHN Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Cohen & Co (COHN) in Q1 2024, closing a stake of 259 shares — an estimated $1.72K sold.

Impact Partnership Wealth first reported a position in COHN in Q4 2023 and held it in 1 quarter. The position peaked at $1.72K in Q4 2023. 8 funds tracked by Wall St. Rank hold COHN as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Cohen & Co position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 259 Cohen & Co shares in Q1 2024, an estimated $1.72K.
  • Impact Partnership Wealth first reported a position in Cohen & Co in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Cohen & Co position peaked at $1.72K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Cohen & Co as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.