Castle Wealth Management’s CubeSmart CUBE Stock Holding History

Castle 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
2022 Q4	–	Sell	-111	Closed	-$4K	–	218
2022 Q3	$4K	Buy	111 +1	+0.9%	+$45	﹤0.01%	507
2022 Q2	$5K	Buy	+110	New	+$5.06K	﹤0.01%	482

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Castle Wealth Management's CUBE Position: Q4 2022 in Review

Castle Wealth Management sold out of CubeSmart (CUBE) in Q4 2022, closing a stake of 111 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in CUBE in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 360 funds tracked by Wall St. Rank hold CUBE as of Q4 2022.

Castle Wealth Management reported no remaining CubeSmart position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 111 CubeSmart shares in Q4 2022, an estimated $4K.
Castle Wealth Management first reported a position in CubeSmart in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's CubeSmart position peaked at $5K in Q2 2022.
360 funds tracked by Wall St. Rank held CubeSmart as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.