SeaCrest Wealth Management’s CubeSmart CUBE Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-1,250	Closed	-$53K	–	814
2022 Q2	$53K	Buy	+1,250	New	+$57.5K	0.01%	1089
2019 Q2	–	Sell	-2,450	Closed	-$78K	–	793
2019 Q1	$78K	Hold	2,450	–	–	0.01%	786
2018 Q4	$70K	Hold	2,450	–	–	0.01%	787
2018 Q3	$70K	Hold	2,450	–	–	0.01%	880
2018 Q2	$79K	Hold	2,450	–	–	0.01%	814
2018 Q1	$69K	Hold	2,450	–	–	0.01%	831
2017 Q4	$71K	Buy	+2,450	New	+$68.4K	0.01%	833

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SeaCrest Wealth Management's CUBE Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of CubeSmart (CUBE) in Q3 2022, closing a stake of 1,250 shares — an estimated $53K sold.

SeaCrest Wealth Management first reported a position in CUBE in Q4 2017 and held it in 7 quarters. The position peaked at $79K in Q2 2018. 335 funds tracked by Wall St. Rank hold CUBE as of Q3 2022.

SeaCrest Wealth Management reported no remaining CubeSmart position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,250 CubeSmart shares in Q3 2022, an estimated $53K.
SeaCrest Wealth Management first reported a position in CubeSmart in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's CubeSmart position peaked at $79K in Q2 2018.
335 funds tracked by Wall St. Rank held CubeSmart as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.