Independent Solutions Wealth Management’s Cousins Properties CUZ Stock Holding History

Independent Solutions 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
2022 Q2	–	Sell	-5,519	Closed	-$222K	–	227
2022 Q1	$222K	Hold	5,519	–	–	0.05%	203
2021 Q4	$222K	Buy	5,519 +147	+3%	+$5.79K	0.05%	212
2021 Q3	$200K	Buy	+5,372	New	+$207K	0.05%	210
2021 Q1	–	Sell	-6,114	Closed	-$205K	–	190
2020 Q4	$205K	Buy	+6,114	New	+$189K	0.06%	176
2020 Q3	–	Sell	-6,756	Closed	-$202K	–	161
2020 Q2	$202K	Buy	+6,756	New	+$203K	0.09%	151
2020 Q1	–	Sell	-6,756	Closed	-$278K	–	133
2019 Q4	$278K	Buy	+6,756	New	+$266K	0.12%	131

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

AAMU

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

CIM

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Independent Solutions Wealth Management's CUZ Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Cousins Properties (CUZ) in Q2 2022, closing a stake of 5,519 shares — an estimated $222K sold.

Independent Solutions Wealth Management first reported a position in CUZ in Q4 2019 and held it in 6 quarters. The position peaked at $278K in Q4 2019. 298 funds tracked by Wall St. Rank hold CUZ as of Q2 2022.

Independent Solutions Wealth Management reported no remaining Cousins Properties position as of Q2 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 5,519 Cousins Properties shares in Q2 2022, an estimated $222K.
Independent Solutions Wealth Management first reported a position in Cousins Properties in Q4 2019 and held it in 6 quarters.
Independent Solutions Wealth Management's Cousins Properties position peaked at $278K in Q4 2019.
298 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.