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Comprehensive Financial Consultants Institutional’s CubeSmart CUBE Stock Holding History

Comprehensive Financial Consultants Institutional’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
2023
Q3 		– Sell
-4,313
Closed -$201K – 155
2023
Q2 		$201K Sell
4,313
-151
-3% -$6.86K 0.11% 162
2023
Q1 		$206K Buy
+4,464
New +$200K 0.12% 157

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's CUBE Position: Q3 2023 in Review

Comprehensive Financial Consultants Institutional sold out of CubeSmart (CUBE) in Q3 2023, closing a stake of 4,313 shares — an estimated $201K sold.

Comprehensive Financial Consultants Institutional first reported a position in CUBE in Q1 2023 and held it in 2 quarters. The position peaked at $206K in Q1 2023. 414 funds tracked by Wall St. Rank hold CUBE as of Q3 2023.

  • Comprehensive Financial Consultants Institutional reported no remaining CubeSmart position as of Q3 2023 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 4,313 CubeSmart shares in Q3 2023, an estimated $201K.
  • Comprehensive Financial Consultants Institutional first reported a position in CubeSmart in Q1 2023 and held it in 2 quarters.
  • Comprehensive Financial Consultants Institutional's CubeSmart position peaked at $206K in Q1 2023.
  • 414 funds tracked by Wall St. Rank held CubeSmart as of Q3 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2023, filed 13 Nov 2023.