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AE Wealth Management’s Cousins Properties CUZ Stock Holding History

AE Wealth Management’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,633
Closed -$200K – 1322
2023
Q4 		$200K Buy
+8,633
New +$177K ﹤0.01% 1889
2023
Q2 		– Sell
-9,803
Closed -$210K – 1931
2023
Q1 		$210K Sell
9,803
-5
-0.1% -$122 ﹤0.01% 1718
2022
Q4 		$248K Sell
9,808
-1,520
-13% -$37.1K ﹤0.01% 1579
2022
Q3 		$265K Sell
11,328
-1,233
-10% -$34.8K ﹤0.01% 1517
2022
Q2 		$367K Buy
12,561
+2,176
+21% +$75.3K ﹤0.01% 1347
2022
Q1 		$418K Buy
10,385
+442
+4% +$17.4K ﹤0.01% 1289
2021
Q4 		$400K Sell
9,943
-334
-3% -$13.1K ﹤0.01% 1345
2021
Q3 		$383K Sell
10,277
-132
-1% -$5.08K ﹤0.01% 1279
2021
Q2 		$383K Sell
10,409
-1,759
-14% -$64.7K ﹤0.01% 1239
2021
Q1 		$430K Sell
12,168
-2,937
-19% -$99.9K ﹤0.01% 1092
2020
Q4 		$506K Buy
15,105
+1,954
+15% +$60.4K 0.01% 955
2020
Q3 		$376K Sell
13,151
-893
-6% -$26.6K 0.01% 965
2020
Q2 		$419K Buy
14,044
+1,227
+10% +$36.8K 0.01% 933
2020
Q1 		$375K Sell
12,817
-1,231
-9% -$45.6K 0.01% 789
2019
Q4 		$579K Sell
14,048
-5,040
-26% -$198K 0.01% 692
2019
Q3 		$718K Sell
19,088
-843
-4% -$30.1K 0.02% 525
2019
Q2 		$756K Buy
+19,931
New +$749K 0.02% 476

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AE Wealth Management's CUZ Position: Q1 2024 in Review

AE Wealth Management sold out of Cousins Properties (CUZ) in Q1 2024, closing a stake of 8,633 shares — an estimated $200K sold.

AE Wealth Management first reported a position in CUZ in Q2 2019 and held it in 17 quarters. The position peaked at $756K in Q2 2019. 332 funds tracked by Wall St. Rank hold CUZ as of Q1 2024.

  • AE Wealth Management reported no remaining Cousins Properties position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 8,633 Cousins Properties shares in Q1 2024, an estimated $200K.
  • AE Wealth Management first reported a position in Cousins Properties in Q2 2019 and held it in 17 quarters.
  • AE Wealth Management's Cousins Properties position peaked at $756K in Q2 2019.
  • 332 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.