Glassman Wealth Services’s Cousins Properties CUZ Stock Holding History

Glassman Wealth Services’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 Q2	–	Sell	-22	Closed	-$470	–	1928
2023 Q1	$470	Hold	22	–	–	﹤0.01%	1628
2022 Q4	$556	Hold	22	–	–	﹤0.01%	1601
2022 Q3	$1K	Buy	22 +16	+267%	+$452	﹤0.01%	1368
2022 Q2	$0	Sell	6 -6	-50%	-$208	﹤0.01%	1732
2022 Q1	$0	Hold	12	–	–	﹤0.01%	1688
2021 Q4	$0	Hold	12	–	–	﹤0.01%	1682
2021 Q3	$0	Buy	+12	New	+$462	﹤0.01%	1627
2020 Q2	–	Sell	-40	Closed	-$1K	–	1281
2020 Q1	$1K	Sell	40 -3	-7%	-$111	﹤0.01%	841
2019 Q4	$2K	Hold	43	–	–	﹤0.01%	742
2019 Q3	$2K	Buy	43 +3	+8%	+$107	﹤0.01%	685
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	823
2019 Q1	$2K	Buy	+40	New	+$1.46K	﹤0.01%	685

Other funds holding CUZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's CUZ Position: Q2 2023 in Review

Glassman Wealth Services sold out of Cousins Properties (CUZ) in Q2 2023, closing a stake of 22 shares — an estimated $470 sold.

Glassman Wealth Services first reported a position in CUZ in Q1 2019 and held it in 12 quarters. The position peaked at $2K in Q4 2019. 277 funds tracked by Wall St. Rank hold CUZ as of Q2 2023.

Glassman Wealth Services reported no remaining Cousins Properties position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 22 Cousins Properties shares in Q2 2023, an estimated $470.
Glassman Wealth Services first reported a position in Cousins Properties in Q1 2019 and held it in 12 quarters.
Glassman Wealth Services's Cousins Properties position peaked at $2K in Q4 2019.
277 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.