Diversify Advisory Services’s CubeSmart CUBE Stock Holding History

Diversify Advisory Services’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 Q2	–	Sell	-10,589	Closed	-$477K	–	659
2024 Q1	$477K	Buy	+10,589	New	+$469K	0.03%	440

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Diversify Advisory Services's CUBE Position: Q2 2024 in Review

Diversify Advisory Services sold out of CubeSmart (CUBE) in Q2 2024, closing a stake of 10,589 shares — an estimated $477K sold.

Diversify Advisory Services first reported a position in CUBE in Q1 2024 and held it in 1 quarter. The position peaked at $477K in Q1 2024. 422 funds tracked by Wall St. Rank hold CUBE as of Q2 2024.

Diversify Advisory Services reported no remaining CubeSmart position as of Q2 2024 after selling out during the quarter.
Diversify Advisory Services sold 10,589 CubeSmart shares in Q2 2024, an estimated $477K.
Diversify Advisory Services first reported a position in CubeSmart in Q1 2024 and held it in 1 quarter.
Diversify Advisory Services's CubeSmart position peaked at $477K in Q1 2024.
422 funds tracked by Wall St. Rank held CubeSmart as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.