Curi Wealth Management’s CubeSmart CUBE Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-466	Closed	-$20K	–	306
2022 Q2	$20K	Hold	466	–	–	﹤0.01%	302
2022 Q1	$24K	Hold	466	–	–	﹤0.01%	266
2021 Q4	$26K	Buy	+466	New	+$25.1K	﹤0.01%	225

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Curi Wealth Management's CUBE Position: Q3 2022 in Review

Curi Wealth Management sold out of CubeSmart (CUBE) in Q3 2022, closing a stake of 466 shares — an estimated $20K sold.

Curi Wealth Management first reported a position in CUBE in Q4 2021 and held it in 3 quarters. The position peaked at $26K in Q4 2021. 335 funds tracked by Wall St. Rank hold CUBE as of Q3 2022.

Curi Wealth Management reported no remaining CubeSmart position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 466 CubeSmart shares in Q3 2022, an estimated $20K.
Curi Wealth Management first reported a position in CubeSmart in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's CubeSmart position peaked at $26K in Q4 2021.
335 funds tracked by Wall St. Rank held CubeSmart as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.