American Portfolios Advisors’s CubeSmart CUBE Stock Holding History

American Portfolios Advisors’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
2022 Q3	$721	Hold	18	–	–	﹤0.01%	3333
2022 Q2	$769	Hold	18	–	–	﹤0.01%	3327
2022 Q1	$937	Sell	18 -5	-22%	-$253	﹤0.01%	3385
2021 Q4	$1.31K	Buy	23 +5	+28%	+$269	﹤0.01%	3273
2021 Q3	$872	Hold	18	–	–	﹤0.01%	3325
2021 Q2	$834	Hold	18	–	–	﹤0.01%	3280
2021 Q1	$681	Hold	18	–	–	﹤0.01%	3180
2020 Q4	$605	Buy	+18	New	+$602	﹤0.01%	2890

Other funds holding CUBE

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Portfolios Advisors's CUBE Position: Q3 2022 in Review

American Portfolios Advisors held its CubeSmart (CUBE) position steady in Q3 2022 at 18 shares worth $721. The position accounts for ﹤0.01% of the portfolio, ranked #3333.

American Portfolios Advisors first reported a position in CUBE in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.31K in Q4 2021. 335 funds tracked by Wall St. Rank hold CUBE as of Q3 2022.

American Portfolios Advisors held 18 shares of CubeSmart worth $721 as of Q3 2022.
American Portfolios Advisors left its CubeSmart share count unchanged in Q3 2022.
CubeSmart made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3333 holding.
American Portfolios Advisors first reported a position in CubeSmart in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's CubeSmart position peaked at $1.31K in Q4 2021.
335 funds tracked by Wall St. Rank held CubeSmart as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.