FAG
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Fortitude Advisory Group’s United Rentals URI Stock Holding History

Fortitude Advisory Group’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
-335
Closed -$118K – 1225
2022
Q1 		$118K Buy
335
+30
+10% +$9.8K 0.06% 313
2021
Q4 		$101K Buy
+305
New +$109K 0.05% 345

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fortitude Advisory Group's URI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of United Rentals (URI) in Q2 2022, closing a stake of 335 shares — an estimated $118K sold.

Fortitude Advisory Group first reported a position in URI in Q4 2021 and held it in 2 quarters. The position peaked at $118K in Q1 2022. 825 funds tracked by Wall St. Rank hold URI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining United Rentals position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 335 United Rentals shares in Q2 2022, an estimated $118K.
  • Fortitude Advisory Group first reported a position in United Rentals in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's United Rentals position peaked at $118K in Q1 2022.
  • 825 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.