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Whitaker-Myers Wealth Managers’s CubeSmart CUBE Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-4,418
Closed -$205K – 100
2023
Q4 		$205K Buy
+4,418
New +$174K 0.1% 83

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Whitaker-Myers Wealth Managers's CUBE Position: Q1 2024 in Review

Whitaker-Myers Wealth Managers sold out of CubeSmart (CUBE) in Q1 2024, closing a stake of 4,418 shares — an estimated $205K sold.

Whitaker-Myers Wealth Managers first reported a position in CUBE in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 427 funds tracked by Wall St. Rank hold CUBE as of Q1 2024.

  • Whitaker-Myers Wealth Managers reported no remaining CubeSmart position as of Q1 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 4,418 CubeSmart shares in Q1 2024, an estimated $205K.
  • Whitaker-Myers Wealth Managers first reported a position in CubeSmart in Q4 2023 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's CubeSmart position peaked at $205K in Q4 2023.
  • 427 funds tracked by Wall St. Rank held CubeSmart as of Q1 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2024, filed 12 Apr 2024.