FinTrust Capital Advisors’s CubeSmart CUBE Stock Holding History

FinTrust Capital Advisors’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 Q3	$44.2K	Buy	821 +45	+6%	+$2.23K	0.01%	605
2024 Q2	$35.1K	Sell	776 -49	-6%	-$2.11K	0.01%	641
2024 Q1	$37.3K	Sell	825 -37	-4%	-$1.64K	0.01%	607
2023 Q4	$40K	Buy	862 +68	+9%	+$2.67K	0.01%	550
2023 Q3	$30.3K	Sell	794 -178	-18%	-$7.51K	0.01%	566
2023 Q2	$39.1K	Hold	972	–	–	0.01%	489
2023 Q1	$39.1K	Hold	972	–	–	0.01%	487
2022 Q4	$39.1K	Buy	972 +100	+11%	+$4.03K	0.01%	487
2022 Q3	$35K	Sell	872 -128	-13%	-$5.77K	0.01%	582
2022 Q2	$44K	Buy	1,000 +84	+9%	+$3.87K	0.01%	553
2022 Q1	$48K	Buy	916 +99	+12%	+$5.01K	0.01%	574
2021 Q4	$46K	Buy	+817	New	+$43.9K	0.01%	566

Other funds holding CUBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return