Cassady Schiller Wealth Management’s CubeSmart CUBE Stock Holding History

Cassady Schiller 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
2024 Q4	$1.63K	Buy	+38	New	+$1.82K	﹤0.01%	639

Other funds holding CUBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassady Schiller Wealth Management's CUBE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in CubeSmart (CUBE) in Q4 2024: 38 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings.

459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

Cassady Schiller Wealth Management held 38 shares of CubeSmart worth $1.63K as of Q4 2024.
CubeSmart was a new Cassady Schiller Wealth Management position in Q4 2024.
CubeSmart made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #639 holding.
459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.