OIA
COWN

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

Optimum Investment 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
2021
Q4 		– Sell
-110
Closed -$4K – 884
2021
Q3 		$4K Hold
110
– – ﹤0.01% 775
2021
Q2 		$5K Buy
110
+10
+10% +$392 ﹤0.01% 828
2021
Q1 		$4K Sell
100
-100
-50% -$3.22K ﹤0.01% 845
2020
Q4 		$5K Buy
+200
New +$4.51K ﹤0.01% 793

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optimum Investment Advisors's COWN Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Cowen Inc. Class A Common Stock (COWN) in Q4 2021, closing a stake of 110 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in COWN in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 191 funds tracked by Wall St. Rank hold COWN as of Q4 2021.

  • Optimum Investment Advisors reported no remaining Cowen Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 110 Cowen Inc. Class A Common Stock shares in Q4 2021, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Cowen Inc. Class A Common Stock in Q4 2020 and held it in 4 quarters.
  • Optimum Investment Advisors's Cowen Inc. Class A Common Stock position peaked at $5K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.