Investmark Advisory Group’s CubeSmart CUBE Stock Holding History

Investmark 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
2022 Q1	–	Sell	-185	Closed	-$10K	–	140
2021 Q4	$10K	Buy	+185	New	+$9.95K	0.01%	284

Other funds holding CUBE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Investmark Advisory Group's CUBE Position: Q1 2022 in Review

Investmark Advisory Group sold out of CubeSmart (CUBE) in Q1 2022, closing a stake of 185 shares — an estimated $10K sold.

Investmark Advisory Group first reported a position in CUBE in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 362 funds tracked by Wall St. Rank hold CUBE as of Q1 2022.

Investmark Advisory Group reported no remaining CubeSmart position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 185 CubeSmart shares in Q1 2022, an estimated $10K.
Investmark Advisory Group first reported a position in CubeSmart in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's CubeSmart position peaked at $10K in Q4 2021.
362 funds tracked by Wall St. Rank held CubeSmart as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.