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Centric Wealth Management’s United Rentals URI Stock Holding History

Centric 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
2020
Q1 		– Sell
-3,514
Closed -$586K – 134
2019
Q4 		$586K Buy
+3,514
New +$510K 0.47% 52

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TP
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PI
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Centric Wealth Management's URI Position: Q1 2020 in Review

Centric Wealth Management sold out of United Rentals (URI) in Q1 2020, closing a stake of 3,514 shares — an estimated $586K sold.

Centric Wealth Management first reported a position in URI in Q4 2019 and held it in 1 quarter. The position peaked at $586K in Q4 2019. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • Centric Wealth Management reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • Centric Wealth Management sold 3,514 United Rentals shares in Q1 2020, an estimated $586K.
  • Centric Wealth Management first reported a position in United Rentals in Q4 2019 and held it in 1 quarter.
  • Centric Wealth Management's United Rentals position peaked at $586K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Centric Wealth Management's 13F filing for Q1 2020, filed 8 Apr 2020.