TCWM
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Total Clarity Wealth Management’s CubeSmart CUBE Stock Holding History

Total Clarity 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
Q1 		– Sell
-400
Closed -$23K – 356
2021
Q4 		$23K Buy
+400
New +$21.5K 0.01% 536

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Total Clarity Wealth Management's CUBE Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of CubeSmart (CUBE) in Q1 2022, closing a stake of 400 shares — an estimated $23K sold.

Total Clarity Wealth Management first reported a position in CUBE in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 362 funds tracked by Wall St. Rank hold CUBE as of Q1 2022.

  • Total Clarity Wealth Management reported no remaining CubeSmart position as of Q1 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 400 CubeSmart shares in Q1 2022, an estimated $23K.
  • Total Clarity Wealth Management first reported a position in CubeSmart in Q4 2021 and held it in 1 quarter.
  • Total Clarity Wealth Management's CubeSmart position peaked at $23K in Q4 2021.
  • 362 funds tracked by Wall St. Rank held CubeSmart as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.