Amplius Wealth Advisors’s United Rentals URI Stock Holding History

Amplius Wealth Advisors’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-44	Closed	-$14K	–	860
2021 Q4	$14K	Buy	+44	New	+$15.7K	﹤0.01%	541

Other funds holding URI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Amplius Wealth Advisors's URI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of United Rentals (URI) in Q1 2022, closing a stake of 44 shares — an estimated $14K sold.

Amplius Wealth Advisors first reported a position in URI in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 906 funds tracked by Wall St. Rank hold URI as of Q1 2022.

Amplius Wealth Advisors reported no remaining United Rentals position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 44 United Rentals shares in Q1 2022, an estimated $14K.
Amplius Wealth Advisors first reported a position in United Rentals in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's United Rentals position peaked at $14K in Q4 2021.
906 funds tracked by Wall St. Rank held United Rentals as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.