TCWM
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Total Clarity Wealth Management’s United Rentals URI Stock Holding History

Total Clarity Wealth Management’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
-100
Closed -$17K – 587
2019
Q4 		$17K Buy
+100
New +$14.5K 0.01% 425

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Total Clarity Wealth Management's URI Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of United Rentals (URI) in Q1 2020, closing a stake of 100 shares — an estimated $17K sold.

Total Clarity Wealth Management first reported a position in URI in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 100 United Rentals shares in Q1 2020, an estimated $17K.
  • Total Clarity Wealth Management first reported a position in United Rentals in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's United Rentals position peaked at $17K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.