MWPCG
CUBE icon

Measured Wealth Private Client Group’s CubeSmart CUBE Stock Holding History

Measured Wealth Private Client 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
Q2 		– Sell
-4,752
Closed -$247K – 177
2022
Q1 		$247K Buy
+4,752
New +$241K 0.09% 142

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

Measured Wealth Private Client Group's CUBE Position: Q2 2022 in Review

Measured Wealth Private Client Group sold out of CubeSmart (CUBE) in Q2 2022, closing a stake of 4,752 shares — an estimated $247K sold.

Measured Wealth Private Client Group first reported a position in CUBE in Q1 2022 and held it in 1 quarter. The position peaked at $247K in Q1 2022. 324 funds tracked by Wall St. Rank hold CUBE as of Q2 2022.

  • Measured Wealth Private Client Group reported no remaining CubeSmart position as of Q2 2022 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 4,752 CubeSmart shares in Q2 2022, an estimated $247K.
  • Measured Wealth Private Client Group first reported a position in CubeSmart in Q1 2022 and held it in 1 quarter.
  • Measured Wealth Private Client Group's CubeSmart position peaked at $247K in Q1 2022.
  • 324 funds tracked by Wall St. Rank held CubeSmart as of Q2 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2022, filed 25 Jul 2022.