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Carolinas Wealth Consulting’s CubeSmart CUBE Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-25
Closed -$1K – 898
2020
Q3 		$1K Buy
25
+10
+67% +$302 ﹤0.01% 807
2020
Q2 		$0 Buy
+15
New +$396 ﹤0.01% 669

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carolinas Wealth Consulting's CUBE Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of CubeSmart (CUBE) in Q4 2020, closing a stake of 25 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in CUBE in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 301 funds tracked by Wall St. Rank hold CUBE as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining CubeSmart position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 25 CubeSmart shares in Q4 2020, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in CubeSmart in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's CubeSmart position peaked at $1K in Q3 2020.
  • 301 funds tracked by Wall St. Rank held CubeSmart as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.