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Peak Financial Advisors’s United Rentals URI Stock Holding History

Peak Financial 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
2024
Q3 		– Sell
-4,310
Closed -$2.79M – 91
2024
Q2 		$2.79M Buy
+4,310
New +$2.86M 1.6% 24

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Peak Financial Advisors's URI Position: Q3 2024 in Review

Peak Financial Advisors sold out of United Rentals (URI) in Q3 2024, closing a stake of 4,310 shares — an estimated $2.79M sold.

Peak Financial Advisors first reported a position in URI in Q2 2024 and held it in 1 quarter. The position peaked at $2.79M in Q2 2024. 1,239 funds tracked by Wall St. Rank hold URI as of Q3 2024.

  • Peak Financial Advisors reported no remaining United Rentals position as of Q3 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 4,310 United Rentals shares in Q3 2024, an estimated $2.79M.
  • Peak Financial Advisors first reported a position in United Rentals in Q2 2024 and held it in 1 quarter.
  • Peak Financial Advisors's United Rentals position peaked at $2.79M in Q2 2024.
  • 1,239 funds tracked by Wall St. Rank held United Rentals as of Q3 2024.

Based on Peak Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.