A detailed history of Allworth Financial LP transactions in Cube Smart stock. As of the latest transaction made, Allworth Financial LP holds 428 shares of CUBE stock, worth $19,491. This represents 0.0% of its overall portfolio holdings.

Number of Shares
428
Previous 484 11.57%
Holding current value
$19,491
Previous $21,000 9.52%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$43.74 - $54.55 $2,449 - $3,054
-56 Reduced 11.57%
428 $23,000
Q2 2024

Jul 23, 2024

BUY
$40.1 - $46.57 $1,042 - $1,210
26 Added 5.68%
484 $21,000
Q4 2023

Jan 24, 2024

SELL
$33.28 - $47.43 $10,516 - $14,987
-316 Reduced 40.83%
458 $21,000
Q3 2023

Oct 31, 2023

BUY
$38.13 - $46.55 $762 - $931
20 Added 2.65%
774 $29,000
Q2 2023

Jul 18, 2023

SELL
$43.38 - $48.48 $694 - $775
-16 Reduced 2.08%
754 $33,000
Q1 2023

Apr 18, 2023

BUY
$38.98 - $48.65 $2,143 - $2,675
55 Added 7.69%
770 $35,000
Q4 2022

Jan 13, 2023

BUY
$37.24 - $43.31 $10,054 - $11,693
270 Added 60.67%
715 $0
Q3 2022

Oct 18, 2022

SELL
$39.28 - $50.61 $5,813 - $7,490
-148 Reduced 24.96%
445 $18,000
Q2 2022

Jul 13, 2022

BUY
$38.87 - $54.46 $7,501 - $10,510
193 Added 48.25%
593 $25,000
Q1 2022

Apr 22, 2022

SELL
$47.94 - $54.82 $335 - $383
-7 Reduced 1.72%
400 $21,000
Q4 2021

Jan 21, 2022

BUY
$48.03 - $57.02 $19,548 - $23,207
407 New
407 $23,000

Others Institutions Holding CUBE

About CubeSmart


  • Ticker CUBE
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 224,454,000
  • Market Cap $10.2B
  • Description
  • CubeSmart is a self-administered and self-managed real estate investment trust. The Company's self-storage properties are designed to offer affordable, easily accessible and secure storage space for residential and commercial customers. According to the 2020 Self-Storage Almanac, CubeSmart is one of the top three owners and operators of self-sto...
More about CUBE
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.