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WealthPLAN Partners’s Cousins Properties CUZ Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-558
Closed -$12.7K – 477
2023
Q2 		$12.7K Hold
558
– – ﹤0.01% 753
2023
Q1 		$11.9K Buy
+558
New +$13.6K ﹤0.01% 821

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AAMU
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CIM
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WMSA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's CUZ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cousins Properties (CUZ) in Q3 2023, closing a stake of 558 shares — an estimated $12.7K sold.

WealthPLAN Partners first reported a position in CUZ in Q1 2023 and held it in 2 quarters. The position peaked at $12.7K in Q2 2023. 312 funds tracked by Wall St. Rank hold CUZ as of Q3 2023.

  • WealthPLAN Partners reported no remaining Cousins Properties position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 558 Cousins Properties shares in Q3 2023, an estimated $12.7K.
  • WealthPLAN Partners first reported a position in Cousins Properties in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Cousins Properties position peaked at $12.7K in Q2 2023.
  • 312 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.