Harvest Group Wealth Management’s Cousins Properties CUZ Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-32	Closed	-$1K	–	187
2020 Q4	$1K	Buy	+32	New	+$990	﹤0.01%	447
2020 Q1	–	Sell	-62	Closed	-$2K	–	598
2019 Q4	$2K	Sell	62 -8	-11%	-$314	﹤0.01%	590
2019 Q3	$3K	Buy	70 +8	+13%	+$285	﹤0.01%	539
2019 Q2	$2K	Hold	62	–	–	﹤0.01%	520
2019 Q1	$2K	Buy	+62	New	+$2.27K	﹤0.01%	598

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CIM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AAMU

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Group Wealth Management's CUZ Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Cousins Properties (CUZ) in Q1 2021, closing a stake of 32 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in CUZ in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q3 2019. 298 funds tracked by Wall St. Rank hold CUZ as of Q1 2021.

Harvest Group Wealth Management reported no remaining Cousins Properties position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 32 Cousins Properties shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Cousins Properties in Q1 2019 and held it in 5 quarters.
Harvest Group Wealth Management's Cousins Properties position peaked at $3K in Q3 2019.
298 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.