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IBEX Wealth Advisors’s CubeSmart CUBE Stock Holding History

IBEX Wealth 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
Q2 		– Sell
-8,089
Closed -$326K – 290
2024
Q1 		$326K Sell
8,089
-62,911
-89% -$2.79M 0.09% 103
2023
Q4 		$3.31M Buy
71,000
+62,614
+747% +$2.46M 0.72% 52
2023
Q3 		$320K Buy
+8,386
New +$354K 0.08% 96
2023
Q1 		– Sell
-8,089
Closed -$326K – 108
2022
Q4 		$326K Buy
+8,089
New +$326K 0.07% 149

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IBEX Wealth Advisors's CUBE Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of CubeSmart (CUBE) in Q2 2024, closing a stake of 8,089 shares — an estimated $326K sold.

IBEX Wealth Advisors first reported a position in CUBE in Q4 2022 and held it in 4 quarters. The position peaked at $3.31M in Q4 2023. 422 funds tracked by Wall St. Rank hold CUBE as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining CubeSmart position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 8,089 CubeSmart shares in Q2 2024, an estimated $326K.
  • IBEX Wealth Advisors first reported a position in CubeSmart in Q4 2022 and held it in 4 quarters.
  • IBEX Wealth Advisors's CubeSmart position peaked at $3.31M in Q4 2023.
  • 422 funds tracked by Wall St. Rank held CubeSmart as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.