HighMark Wealth Management’s Cousins Properties CUZ Stock Holding History

HighMark 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
2024 Q2	–	Sell	-106	Closed	-$2.55K	–	595
2024 Q1	$2.55K	Hold	106	–	–	﹤0.01%	452
2023 Q4	$2.58K	Hold	106	–	–	﹤0.01%	444
2023 Q3	$2.16K	Buy	+106	New	+$2.43K	﹤0.01%	447
2021 Q2	–	Sell	-137	Closed	-$5K	–	511
2021 Q1	$5K	Sell	137 -18	-12%	-$612	﹤0.01%	334
2020 Q4	$5K	Hold	155	–	–	﹤0.01%	328
2020 Q3	$4K	Hold	155	–	–	﹤0.01%	340
2020 Q2	$5K	Hold	155	–	–	0.01%	308
2020 Q1	$4K	Sell	155 -45	-23%	-$1.67K	﹤0.01%	245
2019 Q4	$8K	Buy	+200	New	+$7.86K	0.01%	236

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 $3.37T AUM 44.26% 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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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

HighMark Wealth Management's CUZ Position: Q2 2024 in Review

HighMark Wealth Management sold out of Cousins Properties (CUZ) in Q2 2024, closing a stake of 106 shares — an estimated $2.55K sold.

HighMark Wealth Management first reported a position in CUZ in Q4 2019 and held it in 9 quarters. The position peaked at $8K in Q4 2019. 331 funds tracked by Wall St. Rank hold CUZ as of Q2 2024.

HighMark Wealth Management reported no remaining Cousins Properties position as of Q2 2024 after selling out during the quarter.
HighMark Wealth Management sold 106 Cousins Properties shares in Q2 2024, an estimated $2.55K.
HighMark Wealth Management first reported a position in Cousins Properties in Q4 2019 and held it in 9 quarters.
HighMark Wealth Management's Cousins Properties position peaked at $8K in Q4 2019.
331 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2024.

Based on HighMark Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.