Corient Private Wealth
CUBE icon

Corient Private Wealth’s CubeSmart CUBE Stock Holding History

Corient Private 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
2026
Q1 		$1.58M Sell
44,526
-251,042
-85% -$9.63M ﹤0.01% 1390
2025
Q4 		$10.7M Buy
295,568
+141,095
+91% +$5.36M 0.01% 757
2025
Q3 		$6.28M Sell
154,473
-5,136
-3% -$209K 0.01% 643
2025
Q2 		$6.78M Sell
159,609
-106
-0.1% -$4.39K 0.01% 619
2025
Q1 		$6.82M Sell
159,715
-18,163
-10% -$759K 0.01% 597
2024
Q4 		$7.62M Sell
177,878
-2,422
-1% -$116K 0.01% 580
2024
Q3 		$9.71M Buy
180,300
+10,288
+6% +$511K 0.02% 574
2024
Q2 		$7.68M Sell
170,012
-5,426
-3% -$234K 0.01% 586
2024
Q1 		$7.93M Sell
175,438
-5,537
-3% -$245K 0.01% 583
2023
Q4 		$8.39M Buy
180,975
+167,173
+1,211% +$6.57M 0.02% 561
2023
Q3 		$526K Buy
13,802
+217
+2% +$9.16K ﹤0.01% 1473
2023
Q2 		$607K Buy
13,585
+10
+0.1% +$454 ﹤0.01% 1356
2023
Q1 		$627K Buy
+13,575
New +$609K ﹤0.01% 1287

Other funds holding CUBE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return