West Financial Advisors’s CubeSmart CUBE Stock Holding History

West Financial Advisors’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
2025 Q2	–	Sell	-75	Closed	-$3.2K	–	207
2025 Q1	$3.2K	Buy	+75	New	+$3.13K	﹤0.01%	169

Other funds holding CUBE

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

West Financial Advisors's CUBE Position: Q2 2025 in Review

West Financial Advisors sold out of CubeSmart (CUBE) in Q2 2025, closing a stake of 75 shares — an estimated $3.2K sold.

West Financial Advisors first reported a position in CUBE in Q1 2025 and held it in 1 quarter. The position peaked at $3.2K in Q1 2025. 459 funds tracked by Wall St. Rank hold CUBE as of Q2 2025.

West Financial Advisors reported no remaining CubeSmart position as of Q2 2025 after selling out during the quarter.
West Financial Advisors sold 75 CubeSmart shares in Q2 2025, an estimated $3.2K.
West Financial Advisors first reported a position in CubeSmart in Q1 2025 and held it in 1 quarter.
West Financial Advisors's CubeSmart position peaked at $3.2K in Q1 2025.
459 funds tracked by Wall St. Rank held CubeSmart as of Q2 2025.

Based on West Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.