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BerganKDV Wealth Management’s Cousins Properties CUZ Stock Holding History

BerganKDV 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
2020
Q2 		– Sell
-112
Closed -$3K – 983
2020
Q1 		$3K Hold
112
– – ﹤0.01% 657
2019
Q4 		$5K Buy
+112
New +$4.4K ﹤0.01% 611

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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BerganKDV Wealth Management's CUZ Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Cousins Properties (CUZ) in Q2 2020, closing a stake of 112 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in CUZ in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 310 funds tracked by Wall St. Rank hold CUZ as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Cousins Properties position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 112 Cousins Properties shares in Q2 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Cousins Properties in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Cousins Properties position peaked at $5K in Q4 2019.
  • 310 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.