RWMG
CUBE icon

Redwood Wealth Management Group’s CubeSmart CUBE Stock Holding History

Redwood Wealth Management 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 		– Sell
-41
Closed -$1.85K – 374
2024
Q2 		$1.85K Buy
+41
New +$1.77K ﹤0.01% 911

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Redwood Wealth Management Group's CUBE Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of CubeSmart (CUBE) in Q3 2024, closing a stake of 41 shares — an estimated $1.85K sold.

Redwood Wealth Management Group first reported a position in CUBE in Q2 2024 and held it in 1 quarter. The position peaked at $1.85K in Q2 2024. 448 funds tracked by Wall St. Rank hold CUBE as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining CubeSmart position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 41 CubeSmart shares in Q3 2024, an estimated $1.85K.
  • Redwood Wealth Management Group first reported a position in CubeSmart in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's CubeSmart position peaked at $1.85K in Q2 2024.
  • 448 funds tracked by Wall St. Rank held CubeSmart as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.