TD Private Client Wealth’s Cousins Properties CUZ Stock Holding History

TD Private Client Wealth’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 Q2	–	Sell	-88	Closed	-$1.88K	–	1264
2023 Q1	$1.88K	Buy	88 +43	+96%	+$1.05K	﹤0.01%	1157
2022 Q4	$1.14K	Sell	45 -10	-18%	-$244	﹤0.01%	1140
2022 Q3	$1.28K	Sell	55 -36	-40%	-$1.02K	﹤0.01%	1147
2022 Q2	$2.66K	Buy	91 +74	+435%	+$2.56K	﹤0.01%	1112
2022 Q1	$685	Sell	17 -26	-60%	-$1.03K	﹤0.01%	1226
2021 Q4	$1.73K	Buy	43 +30	+231%	+$1.18K	﹤0.01%	1028
2021 Q3	$485	Hold	13	–	–	﹤0.01%	1171
2021 Q2	$478	Hold	13	–	–	﹤0.01%	1184
2021 Q1	$460	Hold	13	–	–	﹤0.01%	1132
2020 Q4	$436	Hold	13	–	–	﹤0.01%	1096
2020 Q3	$372	Hold	13	–	–	﹤0.01%	1060
2020 Q2	$388	Sell	13 -88	-87%	-$2.64K	﹤0.01%	1049
2020 Q1	$2.96K	Hold	101	–	–	﹤0.01%	850
2019 Q4	$4.16K	Buy	+101	New	+$3.97K	﹤0.01%	832

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

AAMU

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Private Client Wealth's CUZ Position: Q2 2023 in Review

TD Private Client Wealth sold out of Cousins Properties (CUZ) in Q2 2023, closing a stake of 88 shares — an estimated $1.88K sold.

TD Private Client Wealth first reported a position in CUZ in Q4 2019 and held it in 14 quarters. The position peaked at $4.16K in Q4 2019. 277 funds tracked by Wall St. Rank hold CUZ as of Q2 2023.

TD Private Client Wealth reported no remaining Cousins Properties position as of Q2 2023 after selling out during the quarter.
TD Private Client Wealth sold 88 Cousins Properties shares in Q2 2023, an estimated $1.88K.
TD Private Client Wealth first reported a position in Cousins Properties in Q4 2019 and held it in 14 quarters.
TD Private Client Wealth's Cousins Properties position peaked at $4.16K in Q4 2019.
277 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2023.

Based on TD Private Client Wealth's 13F filing for Q2 2023, filed 16 Aug 2024.