Paces Ferry Wealth Advisors’s United Rentals URI Stock Holding History

Paces Ferry Wealth Advisors’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 Q4	–	Sell	-71	Closed	-$12K	–	1058
2020 Q3	$12K	Buy	+71	New	+$11.9K	0.01%	422

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

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

Paces Ferry Wealth Advisors's URI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of United Rentals (URI) in Q4 2020, closing a stake of 71 shares — an estimated $12K sold.

Paces Ferry Wealth Advisors first reported a position in URI in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 767 funds tracked by Wall St. Rank hold URI as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining United Rentals position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 71 United Rentals shares in Q4 2020, an estimated $12K.
Paces Ferry Wealth Advisors first reported a position in United Rentals in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's United Rentals position peaked at $12K in Q3 2020.
767 funds tracked by Wall St. Rank held United Rentals as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.