HWM
CUZ icon

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

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Principal Financial Group
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AAMU
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State Street
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CIM
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return