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First Personal Financial Services’s CubeSmart CUBE Stock Holding History

First Personal Financial Services’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 		$162 Buy
+3
New +$149 ﹤0.01% 493
2015
Q2 		– Sell
-20
Closed -$1K – 481
2015
Q1 		$1K Hold
20
– – ﹤0.01% 508
2014
Q4 		$0 Buy
+20
New +$415 ﹤0.01% 485

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

First Personal Financial Services's CUBE Position: Q3 2024 in Review

First Personal Financial Services opened a new position in CubeSmart (CUBE) in Q3 2024: 3 shares worth $162. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in CUBE as recently as Q1 2015.

First Personal Financial Services first reported a position in CUBE in Q4 2014 and has held it in 3 quarters since. The position peaked at $1K in Q1 2015. 448 funds tracked by Wall St. Rank hold CUBE as of Q3 2024.

  • First Personal Financial Services held 3 shares of CubeSmart worth $162 as of Q3 2024.
  • CubeSmart was a new First Personal Financial Services position in Q3 2024.
  • CubeSmart made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #493 holding.
  • First Personal Financial Services first reported a position in CubeSmart in Q4 2014 and has held it in 3 quarters since.
  • First Personal Financial Services's CubeSmart position peaked at $1K in Q1 2015.
  • 448 funds tracked by Wall St. Rank held CubeSmart as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.