Advisornet Financial’s CubeSmart CUBE Stock Holding History

Advisornet Financial’s Portfolio CUBE Stock Details CUBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14	Closed	-$569	–	2268
2025 Q3	$569	Sell	14 -1	-7%	-$41	﹤0.01%	2053
2025 Q2	$638	Sell	15 -7	-32%	-$290	﹤0.01%	2009
2025 Q1	$940	Buy	22 +19	+633%	+$794	﹤0.01%	1894
2024 Q4	$129	Sell	3 -38	-93%	-$1.82K	﹤0.01%	1916
2024 Q3	$2.21K	Buy	41 +5	+14%	+$248	﹤0.01%	1731
2024 Q2	$1.63K	Buy	36 +25	+227%	+$1.08K	﹤0.01%	1674
2024 Q1	$497	Sell	11 -10	-48%	-$443	﹤0.01%	1882
2023 Q4	$973	Buy	+21	New	+$825	﹤0.01%	1893
2022 Q4	–	Sell	-15	Closed	-$1K	–	2395
2022 Q3	$1K	Buy	+15	New	+$676	﹤0.01%	1751

Other funds holding CUBE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return