LGT Financial Advisors’s CubeSmart CUBE Stock Holding History

LGT Financial Advisors’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
2023 Q4	–	Sell	-60	Closed	-$2.29K	–	872
2023 Q3	$2.29K	Buy	+60	New	+$2.53K	﹤0.01%	813

Other funds holding CUBE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LGT Financial Advisors's CUBE Position: Q4 2023 in Review

LGT Financial Advisors sold out of CubeSmart (CUBE) in Q4 2023, closing a stake of 60 shares — an estimated $2.29K sold.

LGT Financial Advisors first reported a position in CUBE in Q3 2023 and held it in 1 quarter. The position peaked at $2.29K in Q3 2023. 437 funds tracked by Wall St. Rank hold CUBE as of Q4 2023.

LGT Financial Advisors reported no remaining CubeSmart position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 60 CubeSmart shares in Q4 2023, an estimated $2.29K.
LGT Financial Advisors first reported a position in CubeSmart in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's CubeSmart position peaked at $2.29K in Q3 2023.
437 funds tracked by Wall St. Rank held CubeSmart as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.