SWS
CUZ icon

SYSTM Wealth Solutions’s Cousins Properties CUZ Stock Holding History

SYSTM Wealth Solutions’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
-1,531
Closed -$35.4K – 220
2024
Q2 		$35.4K Hold
1,531
– – 0.01% 303
2024
Q1 		$36.8K Hold
1,531
– – ﹤0.01% 628
2023
Q4 		$37.3K Buy
+1,531
New +$31.4K 0.01% 630

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

SYSTM Wealth Solutions's CUZ Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Cousins Properties (CUZ) in Q3 2024, closing a stake of 1,531 shares — an estimated $35.4K sold.

SYSTM Wealth Solutions first reported a position in CUZ in Q4 2023 and held it in 3 quarters. The position peaked at $37.3K in Q4 2023. 352 funds tracked by Wall St. Rank hold CUZ as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Cousins Properties position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,531 Cousins Properties shares in Q3 2024, an estimated $35.4K.
  • SYSTM Wealth Solutions first reported a position in Cousins Properties in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Cousins Properties position peaked at $37.3K in Q4 2023.
  • 352 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.