AWA
CUBE icon

Arkadios Wealth Advisors’s CubeSmart CUBE Stock Holding History

Arkadios Wealth 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
2026
Q1 		$474K Sell
12,928
-32
-0.2% -$1.23K 0.01% 1138
2025
Q4 		$467K Sell
12,960
-165
-1% -$6.27K 0.01% 1046
2025
Q3 		$534K Buy
13,125
+2,030
+18% +$82.7K 0.01% 904
2025
Q2 		$472K Buy
11,095
+1,217
+12% +$50.5K 0.01% 867
2025
Q1 		$422K Buy
9,878
+2,165
+28% +$90.5K 0.02% 769
2024
Q4 		$331K Buy
7,713
+1,415
+22% +$67.8K 0.02% 689
2024
Q3 		$339K Buy
+6,298
New +$313K 0.02% 667
2022
Q1 		– Sell
-6,484
Closed -$369K – 571
2021
Q4 		$369K Buy
6,484
+1,353
+26% +$72.7K 0.05% 393
2021
Q3 		$248K Buy
5,131
+1,502
+41% +$75.8K 0.04% 450
2021
Q2 		$168K Buy
3,629
+843
+30% +$36.4K 0.02% 579
2021
Q1 		$105K Buy
2,786
+327
+13% +$11.8K 0.02% 527
2020
Q4 		$82K Sell
2,459
-660
-21% -$22.1K 0.02% 464
2020
Q3 		$107K Buy
3,119
+231
+8% +$6.99K 0.05% 278
2020
Q2 		$80.2K Buy
2,888
+629
+28% +$16.6K 0.04% 293
2020
Q1 		$60.5K Hold
2,259
– – 0.04% 308
2019
Q4 		$73.4K Buy
+2,259
New +$72.5K 0.04% 273

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