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JP Morgan Private Wealth Advisors’s Cousins Properties CUZ Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$788K Sell
38,677
-242
-0.6% -$5.54K ﹤0.01% 1065
2023
Q2 		$887K Sell
38,919
-19,093
-33% -$399K ﹤0.01% 804
2023
Q1 		$1.24M Buy
58,012
+5,188
+10% +$126K ﹤0.01% 1067
2022
Q4 		$1.34M Buy
52,824
+5,220
+11% +$127K ﹤0.01% 1017
2022
Q3 		$1.11M Buy
47,604
+759
+2% +$21.4K ﹤0.01% 1082
2022
Q2 		$1.37M Buy
46,845
+1,027
+2% +$35.5K ﹤0.01% 984
2022
Q1 		$1.85M Buy
45,818
+20,067
+78% +$792K ﹤0.01% 933
2021
Q4 		$1.04M Buy
25,751
+5,558
+28% +$219K ﹤0.01% 1224
2021
Q3 		$753K Sell
20,193
-241
-1% -$9.28K ﹤0.01% 1334
2021
Q2 		$752K Sell
20,434
-2,880
-12% -$106K ﹤0.01% 1325
2021
Q1 		$824K Buy
23,314
+5,118
+28% +$174K ﹤0.01% 1128
2020
Q4 		$610K Sell
18,196
-5,250
-22% -$162K ﹤0.01% 1211
2020
Q3 		$670K Buy
23,446
+1,111
+5% +$33.1K ﹤0.01% 1039
2020
Q2 		$666K Buy
+22,335
New +$671K ﹤0.01% 965
2018
Q3 		– Sell
-3,237
Closed -$125K – 1582
2018
Q2 		$125K Buy
+3,237
New +$118K ﹤0.01% 1407

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CUZ Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Cousins Properties (CUZ) stake by 0.62% in Q3 2023, selling an estimated $5.54K and leaving 38,677 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

JP Morgan Private Wealth Advisors first reported a position in CUZ in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.85M in Q1 2022. 312 funds tracked by Wall St. Rank hold CUZ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 38,677 shares of Cousins Properties worth $788K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 242 Cousins Properties shares in Q3 2023, an estimated $5.54K.
  • Cousins Properties made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1065 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Cousins Properties in Q2 2018 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Cousins Properties position peaked at $1.85M in Q1 2022.
  • 312 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.