Focused Wealth Management’s CubeSmart CUBE Stock Holding History

Focused Wealth Management’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
2023 Q2	–	Sell	-500	Closed	-$23.1K	–	1083
2023 Q1	$23.1K	Hold	500	–	–	﹤0.01%	427
2022 Q4	$20.1K	Hold	500	–	–	﹤0.01%	424
2022 Q3	$20K	Hold	500	–	–	﹤0.01%	394
2022 Q2	$21K	Hold	500	–	–	﹤0.01%	394
2022 Q1	$26K	Buy	+500	New	+$25.3K	﹤0.01%	397
2021 Q4	–	Sell	-1,400	Closed	-$68K	–	1006
2021 Q3	$68K	Buy	+1,400	New	+$70.7K	0.01%	347

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 $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Focused Wealth Management's CUBE Position: Q2 2023 in Review

Focused Wealth Management sold out of CubeSmart (CUBE) in Q2 2023, closing a stake of 500 shares — an estimated $23.1K sold.

Focused Wealth Management first reported a position in CUBE in Q3 2021 and held it in 6 quarters. The position peaked at $68K in Q3 2021. 412 funds tracked by Wall St. Rank hold CUBE as of Q2 2023.

Focused Wealth Management reported no remaining CubeSmart position as of Q2 2023 after selling out during the quarter.
Focused Wealth Management sold 500 CubeSmart shares in Q2 2023, an estimated $23.1K.
Focused Wealth Management first reported a position in CubeSmart in Q3 2021 and held it in 6 quarters.
Focused Wealth Management's CubeSmart position peaked at $68K in Q3 2021.
412 funds tracked by Wall St. Rank held CubeSmart as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.