Centerpoint Advisors’s CubeSmart CUBE Stock Holding History

Centerpoint 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
2025 Q1	–	Sell	-342	Closed	-$15K	–	401
2024 Q4	$15K	Hold	342	–	–	0.01%	309
2024 Q3	$18K	Hold	342	–	–	0.01%	292
2024 Q2	$15K	Sell	342 -4	-1%	-$173	0.01%	309
2024 Q1	$16K	Hold	346	–	–	0.01%	289
2023 Q4	$16K	Hold	346	–	–	0.01%	286
2023 Q3	$13K	Hold	346	–	–	0.01%	306
2023 Q2	$15K	Buy	+346	New	+$15.7K	0.01%	303

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Centerpoint Advisors's CUBE Position: Q1 2025 in Review

Centerpoint Advisors sold out of CubeSmart (CUBE) in Q1 2025, closing a stake of 342 shares — an estimated $15K sold.

Centerpoint Advisors first reported a position in CUBE in Q2 2023 and held it in 7 quarters. The position peaked at $18K in Q3 2024. 442 funds tracked by Wall St. Rank hold CUBE as of Q1 2025.

Centerpoint Advisors reported no remaining CubeSmart position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 342 CubeSmart shares in Q1 2025, an estimated $15K.
Centerpoint Advisors first reported a position in CubeSmart in Q2 2023 and held it in 7 quarters.
Centerpoint Advisors's CubeSmart position peaked at $18K in Q3 2024.
442 funds tracked by Wall St. Rank held CubeSmart as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.