Janiczek Wealth Management’s Cousins Properties CUZ Stock Holding History

Janiczek 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	$26.9K	Sell	1,161 -627	-35%	-$14.4K	0.01%	512
2024 Q1	$43K	Hold	1,788	–	–	0.01%	433
2023 Q4	$43.5K	Sell	1,788 -2,514	-58%	-$51.5K	0.01%	408
2023 Q3	$87.6K	Buy	4,302 +1,010	+31%	+$23.1K	0.02%	263
2023 Q2	$75.1K	Sell	3,292 -2,360	-42%	-$49.4K	0.02%	257
2023 Q1	$114K	Sell	5,652 -3,842	-40%	-$93.5K	0.03%	195
2022 Q4	$249K	Buy	9,494 +6,109	+180%	+$149K	0.07%	98
2022 Q3	$76K	Buy	3,385 +2,424	+252%	+$68.5K	0.02%	251
2022 Q2	$30K	Buy	961 +712	+286%	+$24.6K	0.01%	396
2022 Q1	$10K	Buy	249 +159	+177%	+$6.27K	﹤0.01%	567
2021 Q4	$4K	Hold	90	–	–	﹤0.01%	732
2021 Q3	$3K	Sell	90 -47	-34%	-$1.81K	﹤0.01%	757
2021 Q2	$5K	Buy	137 +43	+46%	+$1.58K	﹤0.01%	659
2021 Q1	$3K	Buy	+94	New	+$3.2K	﹤0.01%	693

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

AAMU

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

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

CIM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Janiczek Wealth Management reduced its Cousins Properties (CUZ) stake by 35% in Q2 2024, selling an estimated $14.4K and leaving 1,161 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #512.

Janiczek Wealth Management first reported a position in CUZ in Q1 2021 and has held it in 14 quarters since. The position peaked at $249K in Q4 2022. 331 funds tracked by Wall St. Rank hold CUZ as of Q2 2024.

Janiczek Wealth Management held 1,161 shares of Cousins Properties worth $26.9K as of Q2 2024.
Janiczek Wealth Management sold 627 Cousins Properties shares in Q2 2024, an estimated $14.4K.
Cousins Properties made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #512 holding.
Janiczek Wealth Management first reported a position in Cousins Properties in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's Cousins Properties position peaked at $249K in Q4 2022.
331 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.