KWM
COWN

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

Keebeck 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
2022
Q2 		– Sell
-10,000
Closed -$271K – 264
2022
Q1 		$271K Hold
10,000
– – 0.04% 206
2021
Q4 		$361K Hold
10,000
– – 0.06% 172
2021
Q3 		$343K Sell
10,000
-1,135
-10% -$42.6K 0.07% 166
2021
Q2 		$457K Hold
11,135
– – 0.07% 172
2021
Q1 		$391K Buy
+11,135
New +$359K 0.06% 178

Other funds holding COWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
P2P
Phase 2 Partners San Francisco, California $133M AUM 30.43% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keebeck Wealth Management's COWN Position: Q2 2022 in Review

Keebeck Wealth Management sold out of Cowen Inc. Class A Common Stock (COWN) in Q2 2022, closing a stake of 10,000 shares — an estimated $271K sold.

Keebeck Wealth Management first reported a position in COWN in Q1 2021 and held it in 5 quarters. The position peaked at $457K in Q2 2021. 158 funds tracked by Wall St. Rank hold COWN as of Q2 2022.

  • Keebeck Wealth Management reported no remaining Cowen Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
  • Keebeck Wealth Management sold 10,000 Cowen Inc. Class A Common Stock shares in Q2 2022, an estimated $271K.
  • Keebeck Wealth Management first reported a position in Cowen Inc. Class A Common Stock in Q1 2021 and held it in 5 quarters.
  • Keebeck Wealth Management's Cowen Inc. Class A Common Stock position peaked at $457K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q2 2022.

Based on Keebeck Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.