Endurance Wealth Management’s CubeSmart CUBE Stock Holding History

Endurance 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
2023 Q2	$1K	Hold	33	–	–	﹤0.01%	620
2023 Q1	$2K	Hold	33	–	–	﹤0.01%	595
2022 Q4	$1K	Hold	33	–	–	﹤0.01%	608
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	590
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	602
2022 Q1	$2K	Hold	33	–	–	﹤0.01%	604
2021 Q4	$2K	Hold	33	–	–	﹤0.01%	586
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	598
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	615
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	622
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	590
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	589
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	579
2020 Q1	$1K	Buy	+33	New	+$991	﹤0.01%	540

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 $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Endurance Wealth Management's CUBE Position: Q2 2023 in Review

Endurance Wealth Management held its CubeSmart (CUBE) position steady in Q2 2023 at 33 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Endurance Wealth Management first reported a position in CUBE in Q1 2020 and has held it in 14 quarters since. The position peaked at $2K in Q1 2023. 412 funds tracked by Wall St. Rank hold CUBE as of Q2 2023.

Endurance Wealth Management held 33 shares of CubeSmart worth $1K as of Q2 2023.
Endurance Wealth Management left its CubeSmart share count unchanged in Q2 2023.
CubeSmart made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #620 holding.
Endurance Wealth Management first reported a position in CubeSmart in Q1 2020 and has held it in 14 quarters since.
Endurance Wealth Management's CubeSmart position peaked at $2K in Q1 2023.
412 funds tracked by Wall St. Rank held CubeSmart as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.