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Financial Gravity Companies’s CubeSmart CUBE Stock Holding History

Financial Gravity Companies’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
Q4 		$1.8K Hold
42
– – ﹤0.01% 777
2024
Q3 		$2.26K Buy
+42
New +$2.08K ﹤0.01% 493
2018
Q4 		$295K Buy
+9,677
New +$284K 0.27% 66

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Companies's CUBE Position: Q4 2024 in Review

Financial Gravity Companies held its CubeSmart (CUBE) position steady in Q4 2024 at 42 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Financial Gravity Companies first reported a position in CUBE in Q4 2018 and has held it in 3 quarters since. The position peaked at $295K in Q4 2018. 459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

  • Financial Gravity Companies held 42 shares of CubeSmart worth $1.8K as of Q4 2024.
  • Financial Gravity Companies left its CubeSmart share count unchanged in Q4 2024.
  • CubeSmart made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #777 holding.
  • Financial Gravity Companies first reported a position in CubeSmart in Q4 2018 and has held it in 3 quarters since.
  • Financial Gravity Companies's CubeSmart position peaked at $295K in Q4 2018.
  • 459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.