Evoke Wealth’s CubeSmart CUBE Stock Holding History

Evoke 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 Q4	–	Sell	-522	Closed	-$21K	–	541
2022 Q3	$21K	Hold	522	–	–	﹤0.01%	635
2022 Q2	$23K	Sell	522 -41	-7%	-$1.89K	﹤0.01%	626
2022 Q1	$30K	Sell	563 -4	-0.7%	-$202	﹤0.01%	589
2021 Q4	$32K	Buy	567 +4	+0.7%	+$215	﹤0.01%	598
2021 Q3	$27K	Buy	+563	New	+$28.4K	﹤0.01%	591
2020 Q1	–	Sell	-1,274	Closed	-$40.5K	–	1180
2019 Q4	$40.5K	Hold	1,274	–	–	0.01%	457
2019 Q3	$44.9K	Buy	+1,274	New	+$44.5K	0.01%	490

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Evoke Wealth's CUBE Position: Q4 2022 in Review

Evoke Wealth sold out of CubeSmart (CUBE) in Q4 2022, closing a stake of 522 shares — an estimated $21K sold.

Evoke Wealth first reported a position in CUBE in Q3 2019 and held it in 7 quarters. The position peaked at $44.9K in Q3 2019. 360 funds tracked by Wall St. Rank hold CUBE as of Q4 2022.

Evoke Wealth reported no remaining CubeSmart position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 522 CubeSmart shares in Q4 2022, an estimated $21K.
Evoke Wealth first reported a position in CubeSmart in Q3 2019 and held it in 7 quarters.
Evoke Wealth's CubeSmart position peaked at $44.9K in Q3 2019.
360 funds tracked by Wall St. Rank held CubeSmart as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.