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Vista Investment Partners’s CubeSmart CUBE Stock Holding History

Vista Investment Partners’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
Q2 		– Sell
-6,788
Closed -$307K – 159
2024
Q1 		$307K Sell
6,788
-3,592
-35% -$159K 0.1% 122
2023
Q4 		$481K Buy
+10,380
New +$408K 0.18% 98

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State Street
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Norges Bank
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vista Investment Partners's CUBE Position: Q2 2024 in Review

Vista Investment Partners sold out of CubeSmart (CUBE) in Q2 2024, closing a stake of 6,788 shares — an estimated $307K sold.

Vista Investment Partners first reported a position in CUBE in Q4 2023 and held it in 2 quarters. The position peaked at $481K in Q4 2023. 422 funds tracked by Wall St. Rank hold CUBE as of Q2 2024.

  • Vista Investment Partners reported no remaining CubeSmart position as of Q2 2024 after selling out during the quarter.
  • Vista Investment Partners sold 6,788 CubeSmart shares in Q2 2024, an estimated $307K.
  • Vista Investment Partners first reported a position in CubeSmart in Q4 2023 and held it in 2 quarters.
  • Vista Investment Partners's CubeSmart position peaked at $481K in Q4 2023.
  • 422 funds tracked by Wall St. Rank held CubeSmart as of Q2 2024.

Based on Vista Investment Partners's 13F filing for Q2 2024, filed 19 Jul 2024.