Janiczek Wealth Management’s CubeSmart CUBE Stock Holding History

Janiczek 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
2024 Q2	$19K	Hold	420	–	–	﹤0.01%	566
2024 Q1	$19K	Hold	420	–	–	﹤0.01%	580
2023 Q4	$19.5K	Sell	420 -210	-33%	-$8.25K	﹤0.01%	546
2023 Q3	$24K	Buy	630 +328	+109%	+$13.8K	0.01%	496
2023 Q2	$13.5K	Hold	302	–	–	﹤0.01%	513
2023 Q1	$13.9K	Hold	302	–	–	﹤0.01%	516
2022 Q4	$12.8K	Sell	302 -74	-20%	-$2.98K	﹤0.01%	520
2022 Q3	$14K	Sell	376 -56	-13%	-$2.52K	﹤0.01%	492
2022 Q2	$20K	Buy	432 +3	+0.7%	+$138	0.01%	467
2022 Q1	$22K	Buy	429 +98	+30%	+$4.96K	0.01%	432
2021 Q4	$19K	Hold	331	–	–	0.01%	488
2021 Q3	$16K	Hold	331	–	–	0.01%	492
2021 Q2	$15K	Hold	331	–	–	0.01%	486
2021 Q1	$13K	Buy	331 +49	+17%	+$1.76K	0.01%	474
2020 Q4	$9K	Buy	282 +130	+86%	+$4.35K	﹤0.01%	488
2020 Q3	$5K	Buy	+152	New	+$4.6K	﹤0.01%	333

Other funds holding CUBE

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's CUBE Position: Q2 2024 in Review

Janiczek Wealth Management held its CubeSmart (CUBE) position steady in Q2 2024 at 420 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Janiczek Wealth Management first reported a position in CUBE in Q3 2020 and has held it in 16 quarters since. The position peaked at $24K in Q3 2023. 422 funds tracked by Wall St. Rank hold CUBE as of Q2 2024.

Janiczek Wealth Management held 420 shares of CubeSmart worth $19K as of Q2 2024.
Janiczek Wealth Management left its CubeSmart share count unchanged in Q2 2024.
CubeSmart made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #566 holding.
Janiczek Wealth Management first reported a position in CubeSmart in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's CubeSmart position peaked at $24K in Q3 2023.
422 funds tracked by Wall St. Rank held CubeSmart as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.