Gradient Investments’s Cousins Properties CUZ Stock Holding History

Gradient Investments’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 Q1	–	Sell	-335	Closed	-$8.16K	–	1363
2023 Q4	$8.16K	Hold	335	–	–	﹤0.01%	879
2023 Q3	$6.82K	Hold	335	–	–	﹤0.01%	883
2023 Q2	$7.64K	Hold	335	–	–	﹤0.01%	862
2023 Q1	$7.16K	Hold	335	–	–	﹤0.01%	880
2022 Q4	$8.47K	Hold	335	–	–	﹤0.01%	841
2022 Q3	$8K	Hold	335	–	–	﹤0.01%	841
2022 Q2	$10K	Hold	335	–	–	﹤0.01%	761
2022 Q1	$13K	Hold	335	–	–	﹤0.01%	718
2021 Q4	$13K	Hold	335	–	–	﹤0.01%	737
2021 Q3	$12K	Hold	335	–	–	﹤0.01%	736
2021 Q2	$12K	Hold	335	–	–	﹤0.01%	723
2021 Q1	$12K	Hold	335	–	–	﹤0.01%	717
2020 Q4	$10K	Hold	335	–	–	﹤0.01%	691
2020 Q3	$10K	Hold	335	–	–	﹤0.01%	694
2020 Q2	$10K	Hold	335	–	–	﹤0.01%	635
2020 Q1	$10K	Hold	335	–	–	﹤0.01%	643
2019 Q4	$14K	Hold	335	–	–	﹤0.01%	625
2019 Q3	$13K	Hold	335	–	–	﹤0.01%	604
2019 Q2	$13K	Buy	+335	New	+$12.6K	﹤0.01%	592

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Gradient Investments's CUZ Position: Q1 2024 in Review

Gradient Investments sold out of Cousins Properties (CUZ) in Q1 2024, closing a stake of 335 shares — an estimated $8.16K sold.

Gradient Investments first reported a position in CUZ in Q2 2019 and held it in 19 quarters. The position peaked at $14K in Q4 2019. 332 funds tracked by Wall St. Rank hold CUZ as of Q1 2024.

Gradient Investments reported no remaining Cousins Properties position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 335 Cousins Properties shares in Q1 2024, an estimated $8.16K.
Gradient Investments first reported a position in Cousins Properties in Q2 2019 and held it in 19 quarters.
Gradient Investments's Cousins Properties position peaked at $14K in Q4 2019.
332 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.