AE Wealth Management’s CubeSmart CUBE Stock Holding History

AE Wealth Management’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
2024 Q1	–	Sell	-36,891	Closed	-$1.65M	–	1320
2023 Q4	$1.65M	Sell	36,891 -1,415	-4%	-$55.6K	0.01%	966
2023 Q3	$1.46M	Buy	38,306 +7,536	+24%	+$318K	0.01%	951
2023 Q2	$1.37M	Buy	30,770 +1,924	+7%	+$87.4K	0.01%	964
2023 Q1	$1.33M	Buy	+28,846	New	+$1.29M	0.01%	936

Other funds holding CUBE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AE Wealth Management's CUBE Position: Q1 2024 in Review

AE Wealth Management sold out of CubeSmart (CUBE) in Q1 2024, closing a stake of 36,891 shares — an estimated $1.65M sold.

AE Wealth Management first reported a position in CUBE in Q1 2023 and held it in 4 quarters. The position peaked at $1.65M in Q4 2023. 427 funds tracked by Wall St. Rank hold CUBE as of Q1 2024.

AE Wealth Management reported no remaining CubeSmart position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 36,891 CubeSmart shares in Q1 2024, an estimated $1.65M.
AE Wealth Management first reported a position in CubeSmart in Q1 2023 and held it in 4 quarters.
AE Wealth Management's CubeSmart position peaked at $1.65M in Q4 2023.
427 funds tracked by Wall St. Rank held CubeSmart as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.