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Garrett Wealth Advisory Group’s CubeSmart CUBE Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-772
Closed -$26.9K – 180
2019
Q3 		$26.9K Buy
+772
New +$26.9K 0.02% 181

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Garrett Wealth Advisory Group's CUBE Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of CubeSmart (CUBE) in Q4 2019, closing a stake of 772 shares — an estimated $26.9K sold.

Garrett Wealth Advisory Group first reported a position in CUBE in Q3 2019 and held it in 1 quarter. The position peaked at $26.9K in Q3 2019. 298 funds tracked by Wall St. Rank hold CUBE as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining CubeSmart position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 772 CubeSmart shares in Q4 2019, an estimated $26.9K.
  • Garrett Wealth Advisory Group first reported a position in CubeSmart in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's CubeSmart position peaked at $26.9K in Q3 2019.
  • 298 funds tracked by Wall St. Rank held CubeSmart as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.