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Integrated Advisors Network’s CubeSmart CUBE Stock Holding History

Integrated Advisors Network’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 		– Sell
-9,493
Closed -$429K – 714
2024
Q2 		$429K Buy
9,493
+690
+8% +$29.8K 0.02% 487
2024
Q1 		$398K Sell
8,803
-2,270
-21% -$101K 0.02% 528
2023
Q4 		$513K Sell
11,073
-61,438
-85% -$2.41M 0.03% 424
2023
Q3 		$2.76M Sell
72,511
-881
-1% -$37.2K 0.17% 160
2023
Q2 		$3.28M Buy
+73,392
New +$3.33M 0.19% 145

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 $3.38T AUM 44.17% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Advisors Network's CUBE Position: Q3 2024 in Review

Integrated Advisors Network sold out of CubeSmart (CUBE) in Q3 2024, closing a stake of 9,493 shares — an estimated $429K sold.

Integrated Advisors Network first reported a position in CUBE in Q2 2023 and held it in 5 quarters. The position peaked at $3.28M in Q2 2023. 448 funds tracked by Wall St. Rank hold CUBE as of Q3 2024.

  • Integrated Advisors Network reported no remaining CubeSmart position as of Q3 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 9,493 CubeSmart shares in Q3 2024, an estimated $429K.
  • Integrated Advisors Network first reported a position in CubeSmart in Q2 2023 and held it in 5 quarters.
  • Integrated Advisors Network's CubeSmart position peaked at $3.28M in Q2 2023.
  • 448 funds tracked by Wall St. Rank held CubeSmart as of Q3 2024.

Based on Integrated Advisors Network's 13F filing for Q3 2024, filed 25 Oct 2024.