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VisionPoint Advisory Group’s CubeSmart CUBE Stock Holding History

VisionPoint Advisory Group’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
2023
Q4 		– Sell
-539
Closed -$20.6K – 776
2023
Q3 		$20.6K Buy
539
+238
+79% +$10K 0.01% 374
2023
Q2 		$13.4K Buy
+301
New +$13.7K 0.01% 363

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VisionPoint Advisory Group's CUBE Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of CubeSmart (CUBE) in Q4 2023, closing a stake of 539 shares — an estimated $20.6K sold.

VisionPoint Advisory Group first reported a position in CUBE in Q2 2023 and held it in 2 quarters. The position peaked at $20.6K in Q3 2023. 437 funds tracked by Wall St. Rank hold CUBE as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining CubeSmart position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 539 CubeSmart shares in Q4 2023, an estimated $20.6K.
  • VisionPoint Advisory Group first reported a position in CubeSmart in Q2 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's CubeSmart position peaked at $20.6K in Q3 2023.
  • 437 funds tracked by Wall St. Rank held CubeSmart as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.