TRUE Private Wealth Advisors’s Cousins Properties CUZ Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-39	Closed	-$1K	–	332
2020 Q4	$1K	Hold	39	–	–	﹤0.01%	691
2020 Q3	$1K	Hold	39	–	–	﹤0.01%	645
2020 Q2	$1K	Hold	39	–	–	﹤0.01%	641
2020 Q1	$1K	Buy	+39	New	+$1.45K	﹤0.01%	631
2019 Q3	–	Sell	-1,862	Closed	-$67K	–	329
2019 Q2	$67K	Buy	+1,862	New	+$70K	0.01%	302

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CIM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AAMU

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TRUE Private Wealth Advisors's CUZ Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Cousins Properties (CUZ) in Q1 2021, closing a stake of 39 shares — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in CUZ in Q2 2019 and held it in 5 quarters. The position peaked at $67K in Q2 2019. 298 funds tracked by Wall St. Rank hold CUZ as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Cousins Properties position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 39 Cousins Properties shares in Q1 2021, an estimated $1K.
TRUE Private Wealth Advisors first reported a position in Cousins Properties in Q2 2019 and held it in 5 quarters.
TRUE Private Wealth Advisors's Cousins Properties position peaked at $67K in Q2 2019.
298 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.