TrueWealth LLC’s Cousins Properties CUZ Stock Holding History

TrueWealth LLC’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
2020 Q2	$10K	Buy	326 +2	+0.6%	+$60	﹤0.01%	466
2020 Q1	$9K	Buy	324 +1	+0.3%	+$37	﹤0.01%	459
2019 Q4	$13K	Buy	323 +1	+0.3%	+$39	0.01%	428
2019 Q3	$12K	Buy	+322	New	+$11.5K	0.01%	427
2019 Q2	–	Hold	0	–	–	–	511
2019 Q1	–	Hold	0	–	–	–	494
2018 Q4	–	Hold	0	–	–	–	507
2018 Q3	–	Hold	0	–	–	–	544
2018 Q2	–	Hold	0	–	–	–	524
2018 Q1	–	Hold	0	–	–	–	508
2017 Q4	–	Hold	0	–	–	–	574

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

AAMU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueWealth LLC's CUZ Position: Q2 2020 in Review

TrueWealth LLC increased its Cousins Properties (CUZ) stake by 0.62% in Q2 2020, buying an estimated $60 and bringing the position to 326 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

TrueWealth LLC first reported a position in CUZ in Q3 2019 and has held it in 4 quarters since. The position peaked at $13K in Q4 2019. 310 funds tracked by Wall St. Rank hold CUZ as of Q2 2020.

TrueWealth LLC held 326 shares of Cousins Properties worth $10K as of Q2 2020.
TrueWealth LLC bought 2 Cousins Properties shares in Q2 2020, an estimated $60.
Cousins Properties made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #466 holding.
TrueWealth LLC first reported a position in Cousins Properties in Q3 2019 and has held it in 4 quarters since.
TrueWealth LLC's Cousins Properties position peaked at $13K in Q4 2019.
310 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.