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Impact Partnership Wealth’s Cousins Properties CUZ Stock Holding History

Impact Partnership Wealth’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
-8,199
Closed -$197K – 311
2024
Q1 		$197K Buy
+8,199
New +$191K 0.08% 178

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Principal Financial Group
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Impact Partnership Wealth's CUZ Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Cousins Properties (CUZ) in Q2 2024, closing a stake of 8,199 shares — an estimated $197K sold.

Impact Partnership Wealth first reported a position in CUZ in Q1 2024 and held it in 1 quarter. The position peaked at $197K in Q1 2024. 331 funds tracked by Wall St. Rank hold CUZ as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Cousins Properties position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 8,199 Cousins Properties shares in Q2 2024, an estimated $197K.
  • Impact Partnership Wealth first reported a position in Cousins Properties in Q1 2024 and held it in 1 quarter.
  • Impact Partnership Wealth's Cousins Properties position peaked at $197K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.