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Carolinas Wealth Consulting’s Cousins Properties CUZ Stock Holding History

Carolinas Wealth Consulting’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
Q3 		– Sell
-1
Closed -$15 – 1037
2023
Q2 		$15 Sell
1
-1,161
-100% -$24.3K ﹤0.01% 1056
2023
Q1 		$24.8K Sell
1,162
-5
-0.4% -$122 0.01% 459
2022
Q4 		$29.5K Sell
1,167
-513
-31% -$12.5K 0.01% 430
2022
Q3 		$39K Sell
1,680
-594
-26% -$16.8K 0.01% 360
2022
Q2 		$66K Buy
2,274
+15
+0.7% +$519 0.02% 297
2022
Q1 		$91K Buy
2,259
+1,595
+240% +$62.9K 0.02% 264
2021
Q4 		$27K Buy
664
+27
+4% +$1.06K 0.01% 437
2021
Q3 		$24K Buy
637
+6
+1% +$231 0.01% 440
2021
Q2 		$23K Buy
631
+5
+0.8% +$184 0.01% 478
2021
Q1 		$22K Buy
626
+6
+1% +$204 0.01% 491
2020
Q4 		$21K Buy
620
+6
+1% +$186 0.01% 471
2020
Q3 		$18K Sell
614
-545
-47% -$16.3K 0.01% 401
2020
Q2 		$35K Buy
+1,159
New +$34.8K 0.01% 232

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolinas Wealth Consulting's CUZ Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Cousins Properties (CUZ) in Q3 2023, closing a stake of 1 share — an estimated $15 sold.

Carolinas Wealth Consulting first reported a position in CUZ in Q2 2020 and held it in 13 quarters. The position peaked at $91K in Q1 2022. 312 funds tracked by Wall St. Rank hold CUZ as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Cousins Properties position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 Cousins Properties share in Q3 2023, an estimated $15.
  • Carolinas Wealth Consulting first reported a position in Cousins Properties in Q2 2020 and held it in 13 quarters.
  • Carolinas Wealth Consulting's Cousins Properties position peaked at $91K in Q1 2022.
  • 312 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.