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IAG Wealth Partners’s United Rentals URI Stock Holding History

IAG 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
2024
Q4 		– Sell
-75
Closed -$60.7K – 542
2024
Q3 		$60.7K Sell
75
-4
-5% -$2.88K 0.01% 171
2024
Q2 		$51.1K Buy
79
+4
+5% +$2.66K 0.01% 176
2024
Q1 		$54.1K Hold
75
– – 0.01% 160
2023
Q4 		$43K Hold
75
– – 0.01% 170
2023
Q3 		$33.3K Hold
75
– – 0.01% 176
2023
Q2 		$33.4K Hold
75
– – 0.01% 192
2023
Q1 		$29.7K Buy
+75
New +$31.5K 0.01% 182

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Capital Research Global Investors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

IAG Wealth Partners's URI Position: Q4 2024 in Review

IAG Wealth Partners sold out of United Rentals (URI) in Q4 2024, closing a stake of 75 shares — an estimated $60.7K sold.

IAG Wealth Partners first reported a position in URI in Q1 2023 and held it in 7 quarters. The position peaked at $60.7K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold URI as of Q4 2024.

  • IAG Wealth Partners reported no remaining United Rentals position as of Q4 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 75 United Rentals shares in Q4 2024, an estimated $60.7K.
  • IAG Wealth Partners first reported a position in United Rentals in Q1 2023 and held it in 7 quarters.
  • IAG Wealth Partners's United Rentals position peaked at $60.7K in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held United Rentals as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.