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	–	413
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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return