LAS
COWN

Lloyd Advisory Services’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Lloyd Advisory Services’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
-22
Closed -$1K – 609
2022
Q1 		$1K Buy
+22
New +$669 ﹤0.01% 595

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

Lloyd Advisory Services's COWN Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Cowen Inc. Class A Common Stock (COWN) in Q2 2022, closing a stake of 22 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in COWN in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 158 funds tracked by Wall St. Rank hold COWN as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Cowen Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 22 Cowen Inc. Class A Common Stock shares in Q2 2022, an estimated $1K.
  • Lloyd Advisory Services first reported a position in Cowen Inc. Class A Common Stock in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Cowen Inc. Class A Common Stock position peaked at $1K in Q1 2022.
  • 158 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.