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Opal Wealth Advisors’s Cousins Properties CUZ Stock Holding History

Opal 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
2024
Q3 		– Sell
-58
Closed -$1.34K – 414
2024
Q2 		$1.34K Buy
+58
New +$1.33K ﹤0.01% 1029

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AAMU
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State Street
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CIM
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Opal Wealth Advisors's CUZ Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Cousins Properties (CUZ) in Q3 2024, closing a stake of 58 shares — an estimated $1.34K sold.

Opal Wealth Advisors first reported a position in CUZ in Q2 2024 and held it in 1 quarter. The position peaked at $1.34K in Q2 2024. 352 funds tracked by Wall St. Rank hold CUZ as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Cousins Properties position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 58 Cousins Properties shares in Q3 2024, an estimated $1.34K.
  • Opal Wealth Advisors first reported a position in Cousins Properties in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Cousins Properties position peaked at $1.34K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.