FPWM
URI icon

FSB Premier Wealth Management’s United Rentals URI Stock Holding History

FSB Premier 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
Q1 		– Sell
-70
Closed -$23K – 479
2021
Q4 		$23K Buy
+70
New +$25K 0.01% 331

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

FSB Premier Wealth Management's URI Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of United Rentals (URI) in Q1 2022, closing a stake of 70 shares — an estimated $23K sold.

FSB Premier Wealth Management first reported a position in URI in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 906 funds tracked by Wall St. Rank hold URI as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining United Rentals position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 70 United Rentals shares in Q1 2022, an estimated $23K.
  • FSB Premier Wealth Management first reported a position in United Rentals in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's United Rentals position peaked at $23K in Q4 2021.
  • 906 funds tracked by Wall St. Rank held United Rentals as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.