Atwood & Palmer’s CubeSmart CUBE Stock Holding History

Atwood & Palmer’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
2021 Q2	–	Sell	-74	Closed	-$3K	–	424
2021 Q1	$3K	Buy	+74	New	+$2.67K	﹤0.01%	407

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 $5.72T AUM 30.48% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Atwood & Palmer's CUBE Position: Q2 2021 in Review

Atwood & Palmer sold out of CubeSmart (CUBE) in Q2 2021, closing a stake of 74 shares — an estimated $3K sold.

Atwood & Palmer first reported a position in CUBE in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 295 funds tracked by Wall St. Rank hold CUBE as of Q2 2021.

Atwood & Palmer reported no remaining CubeSmart position as of Q2 2021 after selling out during the quarter.
Atwood & Palmer sold 74 CubeSmart shares in Q2 2021, an estimated $3K.
Atwood & Palmer first reported a position in CubeSmart in Q1 2021 and held it in 1 quarter.
Atwood & Palmer's CubeSmart position peaked at $3K in Q1 2021.
295 funds tracked by Wall St. Rank held CubeSmart as of Q2 2021.

Based on Atwood & Palmer's 13F filing for Q2 2021, filed 26 Jul 2021.