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SYSTM Wealth Solutions’s CubeSmart CUBE Stock Holding History

SYSTM Wealth Solutions’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 		$112K Sell
2,077
-74,385
-97% -$3.69M 3.39% 17
2024
Q2 		$3.45M Sell
76,462
-11,663
-13% -$503K 0.77% 38
2024
Q1 		$4.01M Sell
88,125
-8,624
-9% -$382K 0.51% 51
2023
Q4 		$4.51M Buy
+96,749
New +$3.8M 0.62% 37

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's CUBE Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its CubeSmart (CUBE) stake by 97% in Q3 2024, selling an estimated $3.69M and leaving 2,077 shares worth $112K. The position accounts for 3.39% of the portfolio, ranked #17.

SYSTM Wealth Solutions first reported a position in CUBE in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.51M in Q4 2023. 448 funds tracked by Wall St. Rank hold CUBE as of Q3 2024.

  • SYSTM Wealth Solutions held 2,077 shares of CubeSmart worth $112K as of Q3 2024.
  • SYSTM Wealth Solutions sold 74,385 CubeSmart shares in Q3 2024, an estimated $3.69M.
  • CubeSmart made up 3.39% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #17 holding.
  • SYSTM Wealth Solutions first reported a position in CubeSmart in Q4 2023 and has held it in 4 quarters since.
  • SYSTM Wealth Solutions's CubeSmart position peaked at $4.51M in Q4 2023.
  • 448 funds tracked by Wall St. Rank held CubeSmart as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.