Focused Wealth Management’s United Rentals URI Stock Holding History

Focused 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
2023 Q2	–	Sell	-50	Closed	-$19.8K	–	1125
2023 Q1	$19.8K	Buy	+50	New	+$21K	﹤0.01%	442

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Focused Wealth Management's URI Position: Q2 2023 in Review

Focused Wealth Management sold out of United Rentals (URI) in Q2 2023, closing a stake of 50 shares — an estimated $19.8K sold.

Focused Wealth Management first reported a position in URI in Q1 2023 and held it in 1 quarter. The position peaked at $19.8K in Q1 2023. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

Focused Wealth Management reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
Focused Wealth Management sold 50 United Rentals shares in Q2 2023, an estimated $19.8K.
Focused Wealth Management first reported a position in United Rentals in Q1 2023 and held it in 1 quarter.
Focused Wealth Management's United Rentals position peaked at $19.8K in Q1 2023.
985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.