Connectus Wealth’s CubeSmart CUBE Stock Holding History

Connectus Wealth’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 Q2	–	Sell	-22,486	Closed	-$1.28M	–	431
2022 Q1	$1.28M	Sell	22,486 -2,493	-10%	-$126K	0.04%	205
2021 Q4	$1.42M	Buy	+24,979	New	+$1.34M	0.06%	172

Other funds holding CUBE

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Connectus Wealth's CUBE Position: Q2 2022 in Review

Connectus Wealth sold out of CubeSmart (CUBE) in Q2 2022, closing a stake of 22,486 shares — an estimated $1.28M sold.

Connectus Wealth first reported a position in CUBE in Q4 2021 and held it in 2 quarters. The position peaked at $1.42M in Q4 2021. 324 funds tracked by Wall St. Rank hold CUBE as of Q2 2022.

Connectus Wealth reported no remaining CubeSmart position as of Q2 2022 after selling out during the quarter.
Connectus Wealth sold 22,486 CubeSmart shares in Q2 2022, an estimated $1.28M.
Connectus Wealth first reported a position in CubeSmart in Q4 2021 and held it in 2 quarters.
Connectus Wealth's CubeSmart position peaked at $1.42M in Q4 2021.
324 funds tracked by Wall St. Rank held CubeSmart as of Q2 2022.

Based on Connectus Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.