Outlook Wealth Advisors’s CubeSmart CUBE Stock Holding History

Outlook Wealth 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
2022 Q4	–	Sell	-16,896	Closed	-$677K	–	176
2022 Q3	$677K	Sell	16,896 -407	-2%	-$18.3K	0.3%	79
2022 Q2	$740K	Buy	+17,303	New	+$796K	0.3%	85

Other funds holding CUBE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Outlook Wealth Advisors's CUBE Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of CubeSmart (CUBE) in Q4 2022, closing a stake of 16,896 shares — an estimated $677K sold.

Outlook Wealth Advisors first reported a position in CUBE in Q2 2022 and held it in 2 quarters. The position peaked at $740K in Q2 2022. 360 funds tracked by Wall St. Rank hold CUBE as of Q4 2022.

Outlook Wealth Advisors reported no remaining CubeSmart position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 16,896 CubeSmart shares in Q4 2022, an estimated $677K.
Outlook Wealth Advisors first reported a position in CubeSmart in Q2 2022 and held it in 2 quarters.
Outlook Wealth Advisors's CubeSmart position peaked at $740K in Q2 2022.
360 funds tracked by Wall St. Rank held CubeSmart as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.