IndexIQ Advisors’s Cowen Inc. Class A Common Stock COWN Stock Holding History

IndexIQ Advisors’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
2022 Q1	$396K	Buy	14,605 +2,591	+22%	+$78.8K	0.01%	775
2021 Q4	$434K	Sell	12,014 -777	-6%	-$28.5K	0.01%	704
2021 Q3	$439K	Buy	12,791 +1,281	+11%	+$48.1K	0.01%	702
2021 Q2	$472K	Buy	11,510 +107	+0.9%	+$4.2K	0.02%	502
2021 Q1	$401K	Sell	11,403 -10,279	-47%	-$331K	0.01%	696
2020 Q4	$564K	Buy	21,682 +2,239	+12%	+$50.5K	0.02%	333
2020 Q3	$316K	Buy	19,443 +1,055	+6%	+$17.9K	0.01%	395
2020 Q2	$298K	Sell	18,388 -1,099	-6%	-$13.3K	0.01%	337
2020 Q1	$188K	Sell	19,487 -36,491	-65%	-$521K	0.01%	494
2019 Q4	$882K	Sell	55,978 -17,768	-24%	-$267K	0.03%	325
2019 Q3	$1.14M	Sell	73,746 -13,813	-16%	-$224K	0.04%	302
2019 Q2	$1.5M	Buy	87,559 +9,390	+12%	+$152K	0.05%	227
2019 Q1	$1.13M	Buy	+78,169	New	+$1.19M	0.03%	407
2018 Q1	–	Sell	-94,243	Closed	-$1.29M	–	764
2017 Q4	$1.29M	Buy	94,243 +36,266	+63%	+$545K	0.05%	325
2017 Q3	$1.03M	Buy	57,977 +26,315	+83%	+$431K	0.04%	221
2017 Q2	$515K	Buy	+31,662	New	+$473K	0.02%	263

Other funds holding COWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

IndexIQ Advisors's COWN Position: Q1 2022 in Review

IndexIQ Advisors increased its Cowen Inc. Class A Common Stock (COWN) stake by 22% in Q1 2022, buying an estimated $78.8K and bringing the position to 14,605 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #775.

IndexIQ Advisors first reported a position in COWN in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.5M in Q2 2019. 175 funds tracked by Wall St. Rank hold COWN as of Q1 2022.

IndexIQ Advisors held 14,605 shares of Cowen Inc. Class A Common Stock worth $396K as of Q1 2022.
IndexIQ Advisors bought 2,591 Cowen Inc. Class A Common Stock shares in Q1 2022, an estimated $78.8K.
Cowen Inc. Class A Common Stock made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #775 holding.
IndexIQ Advisors first reported a position in Cowen Inc. Class A Common Stock in Q2 2017 and has held it in 16 quarters since.
IndexIQ Advisors's Cowen Inc. Class A Common Stock position peaked at $1.5M in Q2 2019.
175 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.