Simplicity Wealth’s CubeSmart CUBE Stock Holding History

Simplicity Wealth’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 Q4	–	Sell	-3,856	Closed	-$208K	–	375
2024 Q3	$208K	Buy	+3,856	New	+$191K	0.02%	475

Other funds holding CUBE

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Simplicity Wealth's CUBE Position: Q4 2024 in Review

Simplicity Wealth sold out of CubeSmart (CUBE) in Q4 2024, closing a stake of 3,856 shares — an estimated $208K sold.

Simplicity Wealth first reported a position in CUBE in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 459 funds tracked by Wall St. Rank hold CUBE as of Q4 2024.

Simplicity Wealth reported no remaining CubeSmart position as of Q4 2024 after selling out during the quarter.
Simplicity Wealth sold 3,856 CubeSmart shares in Q4 2024, an estimated $208K.
Simplicity Wealth first reported a position in CubeSmart in Q3 2024 and held it in 1 quarter.
Simplicity Wealth's CubeSmart position peaked at $208K in Q3 2024.
459 funds tracked by Wall St. Rank held CubeSmart as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.