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Wipfli Financial Advisors’s CubeSmart CUBE Stock Holding History

Wipfli 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
2022
Q3 		$34K Buy
+845
New +$38.1K ﹤0.01% 1300

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's CUBE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in CubeSmart (CUBE) in Q3 2022: 845 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #1300 among its holdings.

335 funds tracked by Wall St. Rank hold CUBE as of Q3 2022.

  • Wipfli Financial Advisors held 845 shares of CubeSmart worth $34K as of Q3 2022.
  • CubeSmart was a new Wipfli Financial Advisors position in Q3 2022.
  • CubeSmart made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1300 holding.
  • 335 funds tracked by Wall St. Rank held CubeSmart as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.