AF
CUBE icon

Allworth Financial’s CubeSmart CUBE Stock Holding History

Allworth 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
2026
Q1 		$149K Buy
4,076
+2,983
+273% +$114K ﹤0.01% 1581
2025
Q4 		$39.4K Buy
1,093
+32
+3% +$1.22K ﹤0.01% 2349
2025
Q3 		$43.1K Buy
1,061
+65
+7% +$2.65K ﹤0.01% 2203
2025
Q2 		$42.3K Buy
996
+60
+6% +$2.49K ﹤0.01% 2053
2025
Q1 		$37.4K Buy
936
+501
+115% +$20.9K ﹤0.01% 1704
2024
Q4 		$17.7K Buy
435
+7
+2% +$336 ﹤0.01% 2172
2024
Q3 		$23K Sell
428
-56
-12% -$2.78K ﹤0.01% 1823
2024
Q2 		$23.2K Buy
484
+26
+6% +$1.12K ﹤0.01% 1792
2024
Q1 		$20.7K Hold
458
– – ﹤0.01% 1755
2023
Q4 		$21.2K Sell
458
-316
-41% -$12.4K ﹤0.01% 1617
2023
Q3 		$29.5K Buy
774
+20
+3% +$844 ﹤0.01% 1318
2023
Q2 		$33.7K Sell
754
-16
-2% -$726 ﹤0.01% 1271
2023
Q1 		$35.6K Buy
770
+55
+8% +$2.47K ﹤0.01% 1195
2022
Q4 		$28.8K Buy
715
+270
+61% +$10.9K ﹤0.01% 1212
2022
Q3 		$18K Sell
445
-148
-25% -$6.67K ﹤0.01% 1336
2022
Q2 		$25K Buy
593
+193
+48% +$8.88K ﹤0.01% 1142
2022
Q1 		$21K Sell
400
-7
-2% -$354 ﹤0.01% 1237
2021
Q4 		$23K Buy
+407
New +$21.9K ﹤0.01% 1059

Other funds holding CUBE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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