AWM
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Avior Wealth Management’s CubeSmart CUBE Stock Holding History

Avior 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
2025
Q1 		– Sell
-834
Closed -$35.7K – 1095
2024
Q4 		$35.7K Hold
834
– – ﹤0.01% 1255
2024
Q3 		$44.9K Buy
834
+40
+5% +$1.99K ﹤0.01% 1158
2024
Q2 		$35.9K Buy
794
+29
+4% +$1.25K ﹤0.01% 1211
2024
Q1 		$34.6K Buy
+765
New +$33.9K ﹤0.01% 1373

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's CUBE Position: Q1 2025 in Review

Avior Wealth Management sold out of CubeSmart (CUBE) in Q1 2025, closing a stake of 834 shares — an estimated $35.7K sold.

Avior Wealth Management first reported a position in CUBE in Q1 2024 and held it in 4 quarters. The position peaked at $44.9K in Q3 2024. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

  • Avior Wealth Management reported no remaining CubeSmart position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 834 CubeSmart shares in Q1 2025, an estimated $35.7K.
  • Avior Wealth Management first reported a position in CubeSmart in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's CubeSmart position peaked at $44.9K in Q3 2024.
  • 442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.