EW
CUBE icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.56T AUM 27.86% 1-Year Est. Return