Regent Peak Wealth Advisors’s CubeSmart CUBE Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-22	Closed	-$1K	–	334
2020 Q4	$1K	Buy	+22	New	+$736	﹤0.01%	906

Other funds holding CUBE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Regent Peak Wealth Advisors's CUBE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of CubeSmart (CUBE) in Q1 2021, closing a stake of 22 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in CUBE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 300 funds tracked by Wall St. Rank hold CUBE as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining CubeSmart position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 22 CubeSmart shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in CubeSmart in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's CubeSmart position peaked at $1K in Q4 2020.
300 funds tracked by Wall St. Rank held CubeSmart as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.