Tolleson Wealth Management’s Cousins Properties CUZ Stock Holding History

Tolleson Wealth Management’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
2022 Q2	–	Sell	-5,880	Closed	-$237K	–	70
2022 Q1	$237K	Hold	5,880	–	–	0.07%	68
2021 Q4	$237K	Hold	5,880	–	–	0.06%	65
2021 Q3	$219K	Hold	5,880	–	–	0.06%	63
2021 Q2	$216K	Hold	5,880	–	–	0.06%	70
2021 Q1	$208K	Buy	+5,880	New	+$200K	0.06%	72
2020 Q4	–	Sell	-48,222	Closed	-$1.38M	–	68
2020 Q3	$1.38M	Hold	48,222	–	–	0.56%	25
2020 Q2	$1.44M	Buy	48,222 +12,200	+34%	+$366K	0.63%	26
2020 Q1	$1.05M	Hold	36,022	–	–	0.46%	30
2019 Q4	$1.48M	Hold	36,022	–	–	0.72%	23
2019 Q3	$1.35M	Hold	36,022	–	–	0.74%	22
2019 Q2	$1.3M	Hold	36,022	–	–	0.9%	13
2019 Q1	$1.39M	Buy	36,022 +30,142	+513%	+$1.1M	0.96%	13
2018 Q4	$186K	Buy	+5,880	New	+$196K	0.11%	48

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

DPIM

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

Tolleson Wealth Management's CUZ Position: Q2 2022 in Review

Tolleson Wealth Management sold out of Cousins Properties (CUZ) in Q2 2022, closing a stake of 5,880 shares — an estimated $237K sold.

Tolleson Wealth Management first reported a position in CUZ in Q4 2018 and held it in 13 quarters. The position peaked at $1.48M in Q4 2019. 298 funds tracked by Wall St. Rank hold CUZ as of Q2 2022.

Tolleson Wealth Management reported no remaining Cousins Properties position as of Q2 2022 after selling out during the quarter.
Tolleson Wealth Management sold 5,880 Cousins Properties shares in Q2 2022, an estimated $237K.
Tolleson Wealth Management first reported a position in Cousins Properties in Q4 2018 and held it in 13 quarters.
Tolleson Wealth Management's Cousins Properties position peaked at $1.48M in Q4 2019.
298 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2022.

Based on Tolleson Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.