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Money Concepts Capital’s CubeSmart CUBE Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,269
Closed -$51.1K – 977
2022
Q4 		$51.1K Buy
1,269
+200
+19% +$8.05K ﹤0.01% 1234
2022
Q3 		$43K Hold
1,069
– – ﹤0.01% 744
2022
Q2 		$47K Buy
1,069
+129
+14% +$5.94K ﹤0.01% 714
2022
Q1 		$49K Buy
+940
New +$47.6K ﹤0.01% 1243

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Money Concepts Capital's CUBE Position: Q1 2023 in Review

Money Concepts Capital sold out of CubeSmart (CUBE) in Q1 2023, closing a stake of 1,269 shares — an estimated $51.1K sold.

Money Concepts Capital first reported a position in CUBE in Q1 2022 and held it in 4 quarters. The position peaked at $51.1K in Q4 2022. 398 funds tracked by Wall St. Rank hold CUBE as of Q1 2023.

  • Money Concepts Capital reported no remaining CubeSmart position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,269 CubeSmart shares in Q1 2023, an estimated $51.1K.
  • Money Concepts Capital first reported a position in CubeSmart in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's CubeSmart position peaked at $51.1K in Q4 2022.
  • 398 funds tracked by Wall St. Rank held CubeSmart as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.