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FGAM
Financial Gravity Asset Management’s
CubeSmart
CUBE
Stock Holding History
Financial Gravity Asset Management’s Portfolio
CUBE Stock Details
CUBE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
$1.79K
Buy
+42
New
+$1.75K
﹤0.01%
833
2022
Q1
–
Sell
-228
Closed
-$53
–
920
2021
Q4
$53
Buy
228
+226
+11,300%
+$12.2K
﹤0.01%
714
2021
Q3
$48K
Hold
2
–
–
0.02%
580
2021
Q2
$46K
Hold
2
–
–
0.02%
594
2021
Q1
$61
Buy
+2
New
+$72
﹤0.01%
540
2019
Q4
–
Sell
-99
Closed
-$3K
–
1438
2019
Q3
$3K
Buy
+99
New
+$3.45K
﹤0.01%
789
2019
Q2
–
Sell
-5
Closed
–
–
1309
2019
Q1
$0
Buy
+5
New
+$152
﹤0.01%
1358
2018
Q3
$277K
Buy
+9,368
New
+$286K
0.29%
66
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30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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