SWM
COWN

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

Spire 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
Q3 		– Sell
-2,491
Closed -$59K – 2744
2022
Q2 		$59K Buy
2,491
+4
+0.2% +$97 ﹤0.01% 1226
2022
Q1 		$67K Buy
2,487
+2
+0.1% +$61 ﹤0.01% 1335
2021
Q4 		$90K Sell
2,485
-145
-6% -$5.32K ﹤0.01% 1445
2021
Q3 		$90K Buy
2,630
+2
+0.1% +$75 ﹤0.01% 1233
2021
Q2 		$108K Buy
2,628
+1
+0% +$39 ﹤0.01% 1161
2021
Q1 		$92K Buy
+2,627
New +$84.6K ﹤0.01% 1436

Other funds holding COWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Spire Wealth Management's COWN Position: Q3 2022 in Review

Spire Wealth Management sold out of Cowen Inc. Class A Common Stock (COWN) in Q3 2022, closing a stake of 2,491 shares — an estimated $59K sold.

Spire Wealth Management first reported a position in COWN in Q1 2021 and held it in 6 quarters. The position peaked at $108K in Q2 2021. 163 funds tracked by Wall St. Rank hold COWN as of Q3 2022.

  • Spire Wealth Management reported no remaining Cowen Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 2,491 Cowen Inc. Class A Common Stock shares in Q3 2022, an estimated $59K.
  • Spire Wealth Management first reported a position in Cowen Inc. Class A Common Stock in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Cowen Inc. Class A Common Stock position peaked at $108K in Q2 2021.
  • 163 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.