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Legacy Wealth Asset Management’s CubeSmart CUBE Stock Holding History

Legacy Wealth Asset 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
2021
Q3 		– Sell
-5,833
Closed -$270K – 294
2021
Q2 		$270K Buy
5,833
+53
+0.9% +$2.29K 0.12% 260
2021
Q1 		$219K Buy
+5,780
New +$208K 0.1% 276

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Wealth Asset Management's CUBE Position: Q3 2021 in Review

Legacy Wealth Asset Management sold out of CubeSmart (CUBE) in Q3 2021, closing a stake of 5,833 shares — an estimated $270K sold.

Legacy Wealth Asset Management first reported a position in CUBE in Q1 2021 and held it in 2 quarters. The position peaked at $270K in Q2 2021. 330 funds tracked by Wall St. Rank hold CUBE as of Q3 2021.

  • Legacy Wealth Asset Management reported no remaining CubeSmart position as of Q3 2021 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 5,833 CubeSmart shares in Q3 2021, an estimated $270K.
  • Legacy Wealth Asset Management first reported a position in CubeSmart in Q1 2021 and held it in 2 quarters.
  • Legacy Wealth Asset Management's CubeSmart position peaked at $270K in Q2 2021.
  • 330 funds tracked by Wall St. Rank held CubeSmart as of Q3 2021.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.