TFO Wealth Partners’s United Rentals URI Stock Holding History

TFO 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 Q2	–	Sell	-2	Closed	-$1.44K	–	711
2024 Q1	$1.44K	Hold	2	–	–	﹤0.01%	132
2023 Q4	$1.15K	Sell	2 -3	-60%	-$1.42K	﹤0.01%	176
2023 Q3	$2.23K	Buy	5 +3	+150%	+$1.37K	﹤0.01%	199
2023 Q2	$891	Hold	2	–	–	﹤0.01%	215
2023 Q1	$792	Sell	2 -336	-99%	-$141K	﹤0.01%	190
2022 Q4	$58.8K	Buy	+338	New	+$111K	0.01%	55
2022 Q3	–	Sell	-20	Closed	-$5K	–	477
2022 Q2	$5K	Buy	+20	New	+$5.88K	﹤0.01%	217

Other funds holding URI

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

TFO Wealth Partners's URI Position: Q2 2024 in Review

TFO Wealth Partners sold out of United Rentals (URI) in Q2 2024, closing a stake of 2 shares — an estimated $1.44K sold.

TFO Wealth Partners first reported a position in URI in Q2 2022 and held it in 7 quarters. The position peaked at $58.8K in Q4 2022. 1,175 funds tracked by Wall St. Rank hold URI as of Q2 2024.

TFO Wealth Partners reported no remaining United Rentals position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 2 United Rentals shares in Q2 2024, an estimated $1.44K.
TFO Wealth Partners first reported a position in United Rentals in Q2 2022 and held it in 7 quarters.
TFO Wealth Partners's United Rentals position peaked at $58.8K in Q4 2022.
1,175 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.