VFA
COWN

Valeo Financial Advisors’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Valeo Financial 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
Q2 		– Sell
-1,215
Closed -$43K – 2117
2021
Q1 		$43K Buy
+1,215
New +$39.1K ﹤0.01% 930
2018
Q4 		– Sell
-52
Closed -$1K – 1882
2018
Q3 		$1K Hold
52
– – ﹤0.01% 1758
2018
Q2 		$1K Buy
+52
New +$783 ﹤0.01% 1591
2018
Q1 		– Sell
-1
Closed – – 1654
2017
Q4 		$0 Buy
+1
New +$15 ﹤0.01% 1480

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Valeo Financial Advisors's COWN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Cowen Inc. Class A Common Stock (COWN) in Q2 2021, closing a stake of 1,215 shares — an estimated $43K sold.

Valeo Financial Advisors first reported a position in COWN in Q4 2017 and held it in 4 quarters. The position peaked at $43K in Q1 2021. 201 funds tracked by Wall St. Rank hold COWN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Cowen Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,215 Cowen Inc. Class A Common Stock shares in Q2 2021, an estimated $43K.
  • Valeo Financial Advisors first reported a position in Cowen Inc. Class A Common Stock in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's Cowen Inc. Class A Common Stock position peaked at $43K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.