Sutton Wealth Advisors’s Cousins Properties CUZ Stock Holding History

Sutton 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 Q1	–	Sell	-20	Closed	-$506	–	992
2022 Q4	$506	Sell	20 -367	-95%	-$8.96K	﹤0.01%	1490
2022 Q3	$9.04K	Buy	387 +44	+13%	+$1.24K	﹤0.01%	921
2022 Q2	$10K	Sell	343 -19	-5%	-$657	﹤0.01%	903
2022 Q1	$14.6K	Hold	362	–	–	0.01%	828
2021 Q4	$14.6K	Buy	362 +19	+6%	+$748	﹤0.01%	818
2021 Q3	$12.8K	Hold	343	–	–	﹤0.01%	826
2021 Q2	$12.6K	Hold	343	–	–	﹤0.01%	833
2021 Q1	$12.1K	Hold	343	–	–	﹤0.01%	820
2020 Q4	$11.5K	Hold	343	–	–	﹤0.01%	772
2020 Q3	$9.81K	Hold	343	–	–	﹤0.01%	745
2020 Q2	$10.2K	Hold	343	–	–	0.01%	699
2020 Q1	$10K	Buy	+343	New	+$12.7K	0.01%	651
2017 Q2	–	Sell	-566	Closed	-$18.7K	–	1085
2017 Q1	$18.7K	Hold	566	–	–	0.02%	538
2016 Q4	$19.3K	Sell	566 -638	-53%	-$20.1K	0.02%	510
2016 Q3	$35.5K	Hold	1,204	–	–	0.03%	315
2016 Q2	$35.4K	Hold	1,204	–	–	0.03%	300
2016 Q1	$35.3K	Buy	+1,204	New	+$30.6K	0.03%	303

Other funds holding CUZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Sutton Wealth Advisors's CUZ Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Cousins Properties (CUZ) in Q1 2023, closing a stake of 20 shares — an estimated $506 sold.

Sutton Wealth Advisors first reported a position in CUZ in Q1 2016 and held it in 17 quarters. The position peaked at $35.5K in Q3 2016. 284 funds tracked by Wall St. Rank hold CUZ as of Q1 2023.

Sutton Wealth Advisors reported no remaining Cousins Properties position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 20 Cousins Properties shares in Q1 2023, an estimated $506.
Sutton Wealth Advisors first reported a position in Cousins Properties in Q1 2016 and held it in 17 quarters.
Sutton Wealth Advisors's Cousins Properties position peaked at $35.5K in Q3 2016.
284 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.