Cetera Advisor Networks’s CubeSmart CUBE Stock Holding History

Cetera Advisor Networks’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 Q1	$602K	Sell	13,323 -11	-0.1%	-$488	﹤0.01%	1799
2023 Q4	$618K	Sell	13,334 -2,180	-14%	-$85.7K	﹤0.01%	1707
2023 Q3	$592K	Sell	15,514 -1,227	-7%	-$51.8K	﹤0.01%	1658
2023 Q2	$748K	Buy	16,741 +9,564	+133%	+$434K	0.01%	1441
2023 Q1	$332K	Buy	7,177 +781	+12%	+$35K	﹤0.01%	1986
2022 Q4	$257K	Buy	+6,396	New	+$257K	﹤0.01%	2095
2022 Q2	–	Sell	-4,767	Closed	-$248K	–	2097
2022 Q1	$248K	Sell	4,767 -1,004	-17%	-$50.8K	﹤0.01%	1753
2021 Q4	$328K	Sell	5,771 -2,491	-30%	-$134K	﹤0.01%	1554
2021 Q3	$400K	Sell	8,262 -1,070	-11%	-$54K	0.01%	1346
2021 Q2	$432K	Buy	9,332 +147	+2%	+$6.34K	0.01%	1266
2021 Q1	$348K	Buy	9,185 +2,992	+48%	+$108K	0.01%	1056
2020 Q4	$208K	Buy	+6,193	New	+$207K	﹤0.01%	1238
2020 Q3	–	Sell	-87	Closed	-$2K	–	1580
2020 Q2	$2K	Buy	+87	New	+$2.3K	﹤0.01%	3219

Other funds holding CUBE

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cetera Advisor Networks's CUBE Position: Q1 2024 in Review

Cetera Advisor Networks reduced its CubeSmart (CUBE) stake by 0.08% in Q1 2024, selling an estimated $488 and leaving 13,323 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Cetera Advisor Networks first reported a position in CUBE in Q2 2020 and has held it in 13 quarters since. The position peaked at $748K in Q2 2023. 427 funds tracked by Wall St. Rank hold CUBE as of Q1 2024.

Cetera Advisor Networks held 13,323 shares of CubeSmart worth $602K as of Q1 2024.
Cetera Advisor Networks sold 11 CubeSmart shares in Q1 2024, an estimated $488.
CubeSmart made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1799 holding.
Cetera Advisor Networks first reported a position in CubeSmart in Q2 2020 and has held it in 13 quarters since.
Cetera Advisor Networks's CubeSmart position peaked at $748K in Q2 2023.
427 funds tracked by Wall St. Rank held CubeSmart as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.