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Valley National Advisers’s Cousins Properties CUZ Stock Holding History

Valley National Advisers’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
2024
Q3 		– Sell
-235
Closed -$5K – 842
2024
Q2 		$5K Sell
235
-5
-2% -$115 ﹤0.01% 744
2024
Q1 		$5K Buy
240
+15
+7% +$350 ﹤0.01% 770
2023
Q4 		$5K Buy
+225
New +$4.61K ﹤0.01% 777

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Valley National Advisers's CUZ Position: Q3 2024 in Review

Valley National Advisers sold out of Cousins Properties (CUZ) in Q3 2024, closing a stake of 235 shares — an estimated $5K sold.

Valley National Advisers first reported a position in CUZ in Q4 2023 and held it in 3 quarters. The position peaked at $5K in Q2 2024. 352 funds tracked by Wall St. Rank hold CUZ as of Q3 2024.

  • Valley National Advisers reported no remaining Cousins Properties position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 235 Cousins Properties shares in Q3 2024, an estimated $5K.
  • Valley National Advisers first reported a position in Cousins Properties in Q4 2023 and held it in 3 quarters.
  • Valley National Advisers's Cousins Properties position peaked at $5K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.