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B. Riley Wealth Advisors’s CubeSmart CUBE Stock Holding History

B. Riley 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
2023
Q3 		– Sell
-7,739
Closed -$346K – 1542
2023
Q2 		$346K Buy
+7,739
New +$351K 0.01% 1041
2022
Q1 		– Sell
-13,687
Closed -$780K – 1411
2021
Q4 		$780K Buy
+13,687
New +$736K 0.02% 616

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

B. Riley Wealth Advisors's CUBE Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of CubeSmart (CUBE) in Q3 2023, closing a stake of 7,739 shares — an estimated $346K sold.

B. Riley Wealth Advisors first reported a position in CUBE in Q4 2021 and held it in 2 quarters. The position peaked at $780K in Q4 2021. 414 funds tracked by Wall St. Rank hold CUBE as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining CubeSmart position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,739 CubeSmart shares in Q3 2023, an estimated $346K.
  • B. Riley Wealth Advisors first reported a position in CubeSmart in Q4 2021 and held it in 2 quarters.
  • B. Riley Wealth Advisors's CubeSmart position peaked at $780K in Q4 2021.
  • 414 funds tracked by Wall St. Rank held CubeSmart as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.