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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FinTrust Capital Advisors's CUBE Position: Q3 2024 in Review

FinTrust Capital Advisors increased its CubeSmart (CUBE) stake by 5.8% in Q3 2024, buying an estimated $2.23K and bringing the position to 821 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #605.

FinTrust Capital Advisors first reported a position in CUBE in Q4 2021 and has held it in 12 quarters since. The position peaked at $48K in Q1 2022. 448 funds tracked by Wall St. Rank hold CUBE as of Q3 2024.

FinTrust Capital Advisors held 821 shares of CubeSmart worth $44.2K as of Q3 2024.
FinTrust Capital Advisors bought 45 CubeSmart shares in Q3 2024, an estimated $2.23K.
CubeSmart made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #605 holding.
FinTrust Capital Advisors first reported a position in CubeSmart in Q4 2021 and has held it in 12 quarters since.
FinTrust Capital Advisors's CubeSmart position peaked at $48K in Q1 2022.
448 funds tracked by Wall St. Rank held CubeSmart as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.