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Capital Performance Advisors’s CubeSmart CUBE Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-55
Closed -$2.96K – 771
2024
Q3 		$2.96K Buy
+55
New +$2.73K ﹤0.01% 1362

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 $3.38T AUM 44.17% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Performance Advisors's CUBE Position: Q4 2024 in Review

Capital Performance Advisors sold out of CubeSmart (CUBE) in Q4 2024, closing a stake of 55 shares — an estimated $2.96K sold.

Capital Performance Advisors first reported a position in CUBE in Q3 2024 and held it in 1 quarter. The position peaked at $2.96K in Q3 2024. 459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

  • Capital Performance Advisors reported no remaining CubeSmart position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 55 CubeSmart shares in Q4 2024, an estimated $2.96K.
  • Capital Performance Advisors first reported a position in CubeSmart in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's CubeSmart position peaked at $2.96K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.