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Beaird Harris Wealth Management’s CubeSmart CUBE Stock Holding History

Beaird Harris 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
2023
Q1 		– Sell
-13
Closed -$523 – 541
2022
Q4 		$523 Buy
+13
New +$523 ﹤0.01% 698

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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 $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beaird Harris Wealth Management's CUBE Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of CubeSmart (CUBE) in Q1 2023, closing a stake of 13 shares — an estimated $523 sold.

Beaird Harris Wealth Management first reported a position in CUBE in Q4 2022 and held it in 1 quarter. The position peaked at $523 in Q4 2022. 398 funds tracked by Wall St. Rank hold CUBE as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining CubeSmart position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 13 CubeSmart shares in Q1 2023, an estimated $523.
  • Beaird Harris Wealth Management first reported a position in CubeSmart in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's CubeSmart position peaked at $523 in Q4 2022.
  • 398 funds tracked by Wall St. Rank held CubeSmart as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.