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Castle Rock Wealth Management’s United Rentals URI Stock Holding History

Castle Rock Wealth Management’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
Q2 		– Sell
-1,216
Closed -$427K – 250
2022
Q1 		$427K Sell
1,216
-1,632
-57% -$533K 0.2% 141
2021
Q4 		$846K Buy
+2,848
New +$1.02M 0.35% 82

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Castle Rock Wealth Management's URI Position: Q2 2022 in Review

Castle Rock Wealth Management sold out of United Rentals (URI) in Q2 2022, closing a stake of 1,216 shares — an estimated $427K sold.

Castle Rock Wealth Management first reported a position in URI in Q4 2021 and held it in 2 quarters. The position peaked at $846K in Q4 2021. 825 funds tracked by Wall St. Rank hold URI as of Q2 2022.

  • Castle Rock Wealth Management reported no remaining United Rentals position as of Q2 2022 after selling out during the quarter.
  • Castle Rock Wealth Management sold 1,216 United Rentals shares in Q2 2022, an estimated $427K.
  • Castle Rock Wealth Management first reported a position in United Rentals in Q4 2021 and held it in 2 quarters.
  • Castle Rock Wealth Management's United Rentals position peaked at $846K in Q4 2021.
  • 825 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on Castle Rock Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.