WealthPLAN Partners’s United Rentals URI Stock Holding History

WealthPLAN 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 Q3	–	Sell	-615	Closed	-$398K	–	304
2024 Q2	$398K	Buy	615 +178	+41%	+$118K	0.04%	225
2024 Q1	$315K	Buy	+437	New	+$280K	0.03%	252
2023 Q3	–	Sell	-15	Closed	-$6.71K	–	1120
2023 Q2	$6.71K	Sell	15 -67	-82%	-$24.8K	﹤0.01%	861
2023 Q1	$32.5K	Buy	+82	New	+$34.4K	﹤0.01%	633
2018 Q3	–	Sell	-1,435	Closed	-$211K	–	288
2018 Q2	$211K	Sell	1,435 -727	-34%	-$119K	0.04%	239
2018 Q1	$374K	Buy	+2,162	New	+$384K	0.08%	169
2017 Q2	–	Sell	-20	Closed	-$2.42K	–	411
2017 Q1	$2.42K	Buy	+20	New	+$2.43K	0.01%	401
2016 Q3	$93K	Sell	1,175 -2,629	-69%	-$201K	0.03%	238
2016 Q2	$123K	Buy	+3,804	New	+$248K	0.02%	543
2015 Q4	$43.5K	Buy	+600	New	+$43.4K	0.01%	666

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthPLAN Partners's URI Position: Q3 2024 in Review

WealthPLAN Partners sold out of United Rentals (URI) in Q3 2024, closing a stake of 615 shares — an estimated $398K sold.

WealthPLAN Partners first reported a position in URI in Q4 2015 and held it in 10 quarters. The position peaked at $398K in Q2 2024. 1,239 funds tracked by Wall St. Rank hold URI as of Q3 2024.

WealthPLAN Partners reported no remaining United Rentals position as of Q3 2024 after selling out during the quarter.
WealthPLAN Partners sold 615 United Rentals shares in Q3 2024, an estimated $398K.
WealthPLAN Partners first reported a position in United Rentals in Q4 2015 and held it in 10 quarters.
WealthPLAN Partners's United Rentals position peaked at $398K in Q2 2024.
1,239 funds tracked by Wall St. Rank held United Rentals as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.