AWM
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Avior Wealth Management’s Cousins Properties CUZ Stock Holding History

Avior 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
Q2 		– Sell
-300
Closed -$7.21K – 2610
2024
Q1 		$7.21K Buy
+300
New +$7K ﹤0.01% 1968
2022
Q3 		– Sell
-154
Closed -$4K – 1171
2022
Q2 		$4K Buy
154
+1
+0.7% +$35 ﹤0.01% 874
2022
Q1 		$6K Buy
153
+2
+1% +$79 ﹤0.01% 887
2021
Q4 		$6K Sell
151
-71
-32% -$2.79K ﹤0.01% 859
2021
Q3 		$8K Buy
222
+2
+0.9% +$77 ﹤0.01% 792
2021
Q2 		$8K Buy
220
+2
+0.9% +$74 ﹤0.01% 775
2021
Q1 		$7K Buy
218
+2
+0.9% +$68 ﹤0.01% 799
2020
Q4 		$7K Buy
216
+2
+0.9% +$62 ﹤0.01% 750
2020
Q3 		$6K Buy
214
+2
+0.9% +$60 ﹤0.01% 730
2020
Q2 		$6K Sell
212
-7,318
-97% -$220K ﹤0.01% 705
2020
Q1 		$220K Buy
+7,530
New +$279K 0.04% 326

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avior Wealth Management's CUZ Position: Q2 2024 in Review

Avior Wealth Management sold out of Cousins Properties (CUZ) in Q2 2024, closing a stake of 300 shares — an estimated $7.21K sold.

Avior Wealth Management first reported a position in CUZ in Q1 2020 and held it in 11 quarters. The position peaked at $220K in Q1 2020. 331 funds tracked by Wall St. Rank hold CUZ as of Q2 2024.

  • Avior Wealth Management reported no remaining Cousins Properties position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 300 Cousins Properties shares in Q2 2024, an estimated $7.21K.
  • Avior Wealth Management first reported a position in Cousins Properties in Q1 2020 and held it in 11 quarters.
  • Avior Wealth Management's Cousins Properties position peaked at $220K in Q1 2020.
  • 331 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.