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Capital Advisors Ltd’s Cousins Properties CUZ Stock Holding History

Capital Advisors Ltd’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
2023
Q4 		– Sell
-15
Closed – – 1327
2023
Q3 		$0 Hold
15
– – ﹤0.01% 1313
2023
Q2 		$0 Hold
15
– – ﹤0.01% 1333
2023
Q1 		$0 Sell
15
-10
-40% -$243 ﹤0.01% 1259
2022
Q4 		$1K Sell
25
-15
-38% -$366 ﹤0.01% 972
2022
Q3 		$1K Buy
+40
New +$1.13K ﹤0.01% 987

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Capital Advisors Ltd's CUZ Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Cousins Properties (CUZ) in Q4 2023, closing a stake of 15 shares.

Capital Advisors Ltd first reported a position in CUZ in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q4 2022. 323 funds tracked by Wall St. Rank hold CUZ as of Q4 2023.

  • Capital Advisors Ltd reported no remaining Cousins Properties position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 15 Cousins Properties shares in Q4 2023.
  • Capital Advisors Ltd first reported a position in Cousins Properties in Q3 2022 and held it in 5 quarters.
  • Capital Advisors Ltd's Cousins Properties position peaked at $1K in Q4 2022.
  • 323 funds tracked by Wall St. Rank held Cousins Properties as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.