TCI Wealth Advisors’s Cousins Properties CUZ Stock Holding History

TCI 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	-47	Closed	-$1.19K	–	2543
2022 Q4	$1.19K	Buy	+47	New	+$1.15K	﹤0.01%	2084
2021 Q2	–	Sell	-98	Closed	-$3K	–	2341
2021 Q1	$3K	Hold	98	–	–	﹤0.01%	1505
2020 Q4	$3K	Sell	98 -241	-71%	-$7.45K	﹤0.01%	1072
2020 Q3	$10K	Buy	339 +19	+6%	+$567	﹤0.01%	579
2020 Q2	$10K	Buy	+320	New	+$9.61K	﹤0.01%	569
2018 Q2	–	Sell	-33	Closed	-$1K	–	1517
2018 Q1	$1K	Hold	33	–	–	﹤0.01%	1116
2017 Q4	$1K	Buy	+33	New	+$1.22K	﹤0.01%	1164

Other funds holding CUZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Cousins Properties (CUZ) in Q1 2023, closing a stake of 47 shares — an estimated $1.19K sold.

TCI Wealth Advisors first reported a position in CUZ in Q4 2017 and held it in 7 quarters. The position peaked at $10K in Q3 2020. 284 funds tracked by Wall St. Rank hold CUZ as of Q1 2023.

TCI Wealth Advisors reported no remaining Cousins Properties position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 47 Cousins Properties shares in Q1 2023, an estimated $1.19K.
TCI Wealth Advisors first reported a position in Cousins Properties in Q4 2017 and held it in 7 quarters.
TCI Wealth Advisors's Cousins Properties position peaked at $10K in Q3 2020.
284 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.