Paragon Wealth Strategies’s United Rentals URI Stock Holding History

Paragon Wealth Strategies’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
2021 Q3	–	Sell	-9	Closed	-$3K	–	269
2021 Q2	$3K	Buy	+9	New	+$2.91K	﹤0.01%	261

Other funds holding URI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Paragon Wealth Strategies's URI Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of United Rentals (URI) in Q3 2021, closing a stake of 9 shares — an estimated $3K sold.

Paragon Wealth Strategies first reported a position in URI in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 844 funds tracked by Wall St. Rank hold URI as of Q3 2021.

Paragon Wealth Strategies reported no remaining United Rentals position as of Q3 2021 after selling out during the quarter.
Paragon Wealth Strategies sold 9 United Rentals shares in Q3 2021, an estimated $3K.
Paragon Wealth Strategies first reported a position in United Rentals in Q2 2021 and held it in 1 quarter.
Paragon Wealth Strategies's United Rentals position peaked at $3K in Q2 2021.
844 funds tracked by Wall St. Rank held United Rentals as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.