Concord Wealth Partners’s Cousins Properties CUZ Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-28	Closed	-$648	–	972
2024 Q2	$648	Sell	28 -364	-93%	-$8.38K	﹤0.01%	748
2024 Q1	$9.42K	Hold	392	–	–	﹤0.01%	577
2023 Q4	$9.54K	Sell	392 -62	-14%	-$1.27K	﹤0.01%	572
2023 Q3	$9.25K	Hold	454	–	–	﹤0.01%	632
2023 Q2	$10.4K	Buy	454 +392	+632%	+$8.2K	﹤0.01%	602
2023 Q1	$1.33K	Sell	62 -392	-86%	-$9.54K	﹤0.01%	863
2022 Q4	$11.5K	Buy	+454	New	+$11.1K	﹤0.01%	617
2022 Q3	–	Sell	-62	Closed	-$2K	–	358
2022 Q2	$2K	Hold	62	–	–	﹤0.01%	1004
2022 Q1	$2K	Hold	62	–	–	﹤0.01%	1080
2021 Q4	$2K	Hold	62	–	–	﹤0.01%	1112
2021 Q3	$2K	Hold	62	–	–	﹤0.01%	742
2021 Q2	$2K	Hold	62	–	–	﹤0.01%	879
2021 Q1	$2K	Buy	+62	New	+$2.11K	﹤0.01%	816

Other funds holding CUZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Concord Wealth Partners's CUZ Position: Q3 2024 in Review

Concord Wealth Partners sold out of Cousins Properties (CUZ) in Q3 2024, closing a stake of 28 shares — an estimated $648 sold.

Concord Wealth Partners first reported a position in CUZ in Q1 2021 and held it in 13 quarters. The position peaked at $11.5K in Q4 2022. 352 funds tracked by Wall St. Rank hold CUZ as of Q3 2024.

Concord Wealth Partners reported no remaining Cousins Properties position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 28 Cousins Properties shares in Q3 2024, an estimated $648.
Concord Wealth Partners first reported a position in Cousins Properties in Q1 2021 and held it in 13 quarters.
Concord Wealth Partners's Cousins Properties position peaked at $11.5K in Q4 2022.
352 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.