LPWM
CUBE icon

Lake Point Wealth Management’s CubeSmart CUBE Stock Holding History

Lake Point 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
2022
Q2 		$2K Hold
40
– – ﹤0.01% 312
2022
Q1 		$2K Buy
40
+20
+100% +$1.01K ﹤0.01% 320
2021
Q4 		$1K Buy
+20
New +$1.07K ﹤0.01% 381

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Point Wealth Management's CUBE Position: Q2 2022 in Review

Lake Point Wealth Management held its CubeSmart (CUBE) position steady in Q2 2022 at 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Lake Point Wealth Management first reported a position in CUBE in Q4 2021 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold CUBE as of Q2 2022.

  • Lake Point Wealth Management held 40 shares of CubeSmart worth $2K as of Q2 2022.
  • Lake Point Wealth Management left its CubeSmart share count unchanged in Q2 2022.
  • CubeSmart made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #312 holding.
  • Lake Point Wealth Management first reported a position in CubeSmart in Q4 2021 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held CubeSmart as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.