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BDO Wealth Advisors’s CubeSmart CUBE Stock Holding History

BDO 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
Q2 		$715 Hold
16
– – ﹤0.01% 915
2023
Q1 		$740 Hold
16
– – ﹤0.01% 977
2022
Q4 		$644 Hold
16
– – ﹤0.01% 937
2022
Q3 		$1K Hold
16
– – ﹤0.01% 963
2022
Q2 		$1K Hold
16
– – ﹤0.01% 954
2022
Q1 		$1K Hold
16
– – ﹤0.01% 974
2021
Q4 		$1K Buy
+16
New +$860 ﹤0.01% 996

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

BDO Wealth Advisors's CUBE Position: Q2 2023 in Review

BDO Wealth Advisors held its CubeSmart (CUBE) position steady in Q2 2023 at 16 shares worth $715. The position accounts for ﹤0.01% of the portfolio, ranked #915.

BDO Wealth Advisors first reported a position in CUBE in Q4 2021 and has held it in 7 quarters since. The position peaked at $1K in Q3 2022. 412 funds tracked by Wall St. Rank hold CUBE as of Q2 2023.

  • BDO Wealth Advisors held 16 shares of CubeSmart worth $715 as of Q2 2023.
  • BDO Wealth Advisors left its CubeSmart share count unchanged in Q2 2023.
  • CubeSmart made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #915 holding.
  • BDO Wealth Advisors first reported a position in CubeSmart in Q4 2021 and has held it in 7 quarters since.
  • BDO Wealth Advisors's CubeSmart position peaked at $1K in Q3 2022.
  • 412 funds tracked by Wall St. Rank held CubeSmart as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.