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Peterson Financial Group’s CubeSmart CUBE Stock Holding History

Peterson Financial 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
2024
Q3 		$32.8K Buy
+609
New +$30.2K 0.13% 119

Other funds holding CUBE

Vanguard Group
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peterson Financial Group's CUBE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in CubeSmart (CUBE) in Q3 2024: 609 shares worth $32.8K. The stake represents 0.13% of the portfolio and ranks #119 among its holdings.

448 funds tracked by Wall St. Rank hold CUBE as of Q3 2024.

  • Peterson Financial Group held 609 shares of CubeSmart worth $32.8K as of Q3 2024.
  • CubeSmart was a new Peterson Financial Group position in Q3 2024.
  • CubeSmart made up 0.13% of Peterson Financial Group's portfolio in Q3 2024, its #119 holding.
  • 448 funds tracked by Wall St. Rank held CubeSmart as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.