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

TCI Wealth 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
2023 Q1	–	Sell	-370	Closed	-$14.3K	–	2696
2022 Q4	$14.3K	Hold	370	–	–	﹤0.01%	852
2022 Q3	$14K	Hold	370	–	–	﹤0.01%	853
2022 Q2	$9K	Buy	+370	New	+$8.98K	﹤0.01%	1123
2022 Q1	–	Sell	-226	Closed	-$8K	–	2595
2021 Q4	$8K	Buy	+226	New	+$8.29K	﹤0.01%	1389
2021 Q3	–	Sell	-105	Closed	-$4K	–	2690
2021 Q2	$4K	Buy	105 +60	+133%	+$2.35K	﹤0.01%	1682
2021 Q1	$2K	Buy	+45	New	+$1.45K	﹤0.01%	2011

Other funds holding COWN

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TCI Wealth Advisors's COWN Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2023, closing a stake of 370 shares — an estimated $14.3K sold.

TCI Wealth Advisors first reported a position in COWN in Q1 2021 and held it in 6 quarters. The position peaked at $14.3K in Q4 2022. 2 funds tracked by Wall St. Rank hold COWN as of Q1 2023.

TCI Wealth Advisors reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 370 Cowen Inc. Class A Common Stock shares in Q1 2023, an estimated $14.3K.
TCI Wealth Advisors first reported a position in Cowen Inc. Class A Common Stock in Q1 2021 and held it in 6 quarters.
TCI Wealth Advisors's Cowen Inc. Class A Common Stock position peaked at $14.3K in Q4 2022.
2 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.