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Engrave Wealth Partners’s United Rentals URI Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-65
Closed -$9K – 403
2020
Q2 		$9K Hold
65
– – 0.01% 259
2020
Q1 		$6K Hold
65
– – 0.01% 266
2019
Q4 		$10K Buy
+65
New +$9.44K 0.01% 305

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PI
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LAM
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Invesco
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Fidelity Investments
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Engrave Wealth Partners's URI Position: Q3 2020 in Review

Engrave Wealth Partners sold out of United Rentals (URI) in Q3 2020, closing a stake of 65 shares — an estimated $9K sold.

Engrave Wealth Partners first reported a position in URI in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 668 funds tracked by Wall St. Rank hold URI as of Q3 2020.

  • Engrave Wealth Partners reported no remaining United Rentals position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 65 United Rentals shares in Q3 2020, an estimated $9K.
  • Engrave Wealth Partners first reported a position in United Rentals in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's United Rentals position peaked at $10K in Q4 2019.
  • 668 funds tracked by Wall St. Rank held United Rentals as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.