First Trust Direct Indexing’s CubeSmart CUBE Stock Holding History

First Trust Direct Indexing’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	–	Sell	-3,795	Closed	-$204K	–	213
2024 Q3	$204K	Buy	+3,795	New	+$188K	0.01%	915

Other funds holding CUBE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Direct Indexing's CUBE Position: Q4 2024 in Review

First Trust Direct Indexing sold out of CubeSmart (CUBE) in Q4 2024, closing a stake of 3,795 shares — an estimated $204K sold.

First Trust Direct Indexing first reported a position in CUBE in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

First Trust Direct Indexing reported no remaining CubeSmart position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 3,795 CubeSmart shares in Q4 2024, an estimated $204K.
First Trust Direct Indexing first reported a position in CubeSmart in Q3 2024 and held it in 1 quarter.
First Trust Direct Indexing's CubeSmart position peaked at $204K in Q3 2024.
459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.