YorkBridge Wealth Partners’s Cowen Inc. Class A Common Stock COWN Stock Holding History

YorkBridge Wealth Partners’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 Q4	–	Sell	-80,055	Closed	-$3.09M	–	283
2022 Q3	$3.09M	Sell	80,055 -48,300	-38%	-$1.76M	0.8%	28
2022 Q2	$3.04M	Hold	128,355	–	–	0.8%	30
2022 Q1	$3.48M	Sell	128,355 -114	-0.1%	-$3.47K	0.76%	33
2021 Q4	$4.64M	Hold	128,469	–	–	1.04%	23
2021 Q3	$4.41M	Hold	128,469	–	–	1.11%	23
2021 Q2	$5.27M	Buy	+128,469	New	+$5.04M	1.38%	18
2021 Q1	–	Sell	-113,735	Closed	-$2.96M	–	248
2020 Q4	$2.96M	Buy	+113,735	New	+$2.57M	0.99%	30

Other funds holding COWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

YorkBridge Wealth Partners's COWN Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Cowen Inc. Class A Common Stock (COWN) in Q4 2022, closing a stake of 80,055 shares — an estimated $3.09M sold.

YorkBridge Wealth Partners first reported a position in COWN in Q4 2020 and held it in 7 quarters. The position peaked at $5.27M in Q2 2021. 160 funds tracked by Wall St. Rank hold COWN as of Q4 2022.

YorkBridge Wealth Partners reported no remaining Cowen Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 80,055 Cowen Inc. Class A Common Stock shares in Q4 2022, an estimated $3.09M.
YorkBridge Wealth Partners first reported a position in Cowen Inc. Class A Common Stock in Q4 2020 and held it in 7 quarters.
YorkBridge Wealth Partners's Cowen Inc. Class A Common Stock position peaked at $5.27M in Q2 2021.
160 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.