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Personal Wealth Partners’s United Rentals URI Stock Holding History

Personal 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
2020
Q1 		– Sell
-5
Closed -$1K – 583
2019
Q4 		$1K Hold
5
– – ﹤0.01% 480
2019
Q3 		$1K Buy
+5
New +$606 ﹤0.01% 492

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PI
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Personal Wealth Partners's URI Position: Q1 2020 in Review

Personal Wealth Partners sold out of United Rentals (URI) in Q1 2020, closing a stake of 5 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in URI in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • Personal Wealth Partners reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 5 United Rentals shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in United Rentals in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's United Rentals position peaked at $1K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.