Pinnacle Family Advisors’s CubeSmart CUBE Stock Holding History

Pinnacle Family 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 Q2	–	Sell	-15,806	Closed	-$822K	–	87
2022 Q1	$822K	Buy	+15,806	New	+$800K	0.44%	39

Other funds holding CUBE

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Pinnacle Family Advisors's CUBE Position: Q2 2022 in Review

Pinnacle Family Advisors sold out of CubeSmart (CUBE) in Q2 2022, closing a stake of 15,806 shares — an estimated $822K sold.

Pinnacle Family Advisors first reported a position in CUBE in Q1 2022 and held it in 1 quarter. The position peaked at $822K in Q1 2022. 324 funds tracked by Wall St. Rank hold CUBE as of Q2 2022.

Pinnacle Family Advisors reported no remaining CubeSmart position as of Q2 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 15,806 CubeSmart shares in Q2 2022, an estimated $822K.
Pinnacle Family Advisors first reported a position in CubeSmart in Q1 2022 and held it in 1 quarter.
Pinnacle Family Advisors's CubeSmart position peaked at $822K in Q1 2022.
324 funds tracked by Wall St. Rank held CubeSmart as of Q2 2022.

Based on Pinnacle Family Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.