AWM
PX

Aevitas Wealth Management’s Praxair Inc PX Stock Holding History

Aevitas Wealth Management’s Portfolio PX Stock Details PX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-949
Closed -$153K – 477
2018
Q3 		$153K Buy
949
+2
+0.2% +$321 0.14% 116
2018
Q2 		$150K Sell
947
-103
-10% -$15.9K 0.15% 114
2018
Q1 		$152K Buy
1,050
+3
+0.3% +$467 0.15% 112
2017
Q4 		$162K Buy
+1,047
New +$155K 0.15% 106

Other funds holding PX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Aevitas Wealth Management's PX Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 949 shares — an estimated $153K sold.

Aevitas Wealth Management first reported a position in PX in Q4 2017 and held it in 4 quarters. The position peaked at $162K in Q4 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 949 Praxair Inc shares in Q4 2018, an estimated $153K.
  • Aevitas Wealth Management first reported a position in Praxair Inc in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Praxair Inc position peaked at $162K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.