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Sowell Financial Services’s Cousins Properties CUZ Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-4,194
Closed -$152K – 995
2021
Q1 		$152K Buy
4,194
+3,366
+407% +$115K 0.01% 1187
2020
Q4 		$28K Hold
828
– – ﹤0.01% 1599
2020
Q3 		$24K Hold
828
– – ﹤0.01% 1477
2020
Q2 		$25K Sell
828
-128
-13% -$3.84K ﹤0.01% 1390
2020
Q1 		$28K Sell
956
-486
-34% -$18K ﹤0.01% 1265
2019
Q4 		$59K Hold
1,442
– – ﹤0.01% 1098
2019
Q3 		$54K Buy
+1,442
New +$51.5K ﹤0.01% 975

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Sowell Financial Services's CUZ Position: Q2 2021 in Review

Sowell Financial Services sold out of Cousins Properties (CUZ) in Q2 2021, closing a stake of 4,194 shares — an estimated $152K sold.

Sowell Financial Services first reported a position in CUZ in Q3 2019 and held it in 7 quarters. The position peaked at $152K in Q1 2021. 297 funds tracked by Wall St. Rank hold CUZ as of Q2 2021.

  • Sowell Financial Services reported no remaining Cousins Properties position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,194 Cousins Properties shares in Q2 2021, an estimated $152K.
  • Sowell Financial Services first reported a position in Cousins Properties in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Cousins Properties position peaked at $152K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.