Private Wealth Asset Management’s CubeSmart CUBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-219
Closed -$8.03K 940
2026
Q1
$8.03K Buy
+219
New +$8.4K ﹤0.01% 731

Other funds holding CUBE

Private Wealth Asset Management's CUBE Position: Q2 2026 in Review

Private Wealth Asset Management sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 219 shares — an estimated $8.03K sold.

Private Wealth Asset Management first reported a position in CUBE in Q1 2026 and held it in 1 quarter. The position peaked at $8.03K in Q1 2026. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Private Wealth Asset Management reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 219 CubeSmart shares in Q2 2026, an estimated $8.03K.
  • Private Wealth Asset Management first reported a position in CubeSmart in Q1 2026 and held it in 1 quarter.
  • Private Wealth Asset Management's CubeSmart position peaked at $8.03K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.