CAWM
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Capital A Wealth Management’s CubeSmart CUBE Stock Holding History

Capital A 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
Q2 		– Sell
-2,157
Closed -$92.1K – 527
2025
Q1 		$92.1K Hold
2,157
– – 0.1% 108
2024
Q4 		$92.4K Buy
+2,157
New +$103K 0.15% 113

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital A Wealth Management's CUBE Position: Q2 2025 in Review

Capital A Wealth Management sold out of CubeSmart (CUBE) in Q2 2025, closing a stake of 2,157 shares — an estimated $92.1K sold.

Capital A Wealth Management first reported a position in CUBE in Q4 2024 and held it in 2 quarters. The position peaked at $92.4K in Q4 2024. 459 funds tracked by Wall St. Rank hold CUBE as of Q2 2025.

  • Capital A Wealth Management reported no remaining CubeSmart position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 2,157 CubeSmart shares in Q2 2025, an estimated $92.1K.
  • Capital A Wealth Management first reported a position in CubeSmart in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's CubeSmart position peaked at $92.4K in Q4 2024.
  • 459 funds tracked by Wall St. Rank held CubeSmart as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.