AWM
PX

AllSquare Wealth Management’s Praxair Inc PX Stock Holding History

AllSquare 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
-1,546
Closed -$248K – 500
2018
Q3 		$248K Hold
1,546
– – 0.18% 68
2018
Q2 		$244K Buy
1,546
+128
+9% +$19.8K 0.18% 66
2018
Q1 		$205K Hold
1,418
– – 0.16% 71
2017
Q4 		$219K Hold
1,418
– – 0.17% 66
2017
Q3 		$198K Hold
1,418
– – 0.16% 70
2017
Q2 		$188K Hold
1,418
– – 0.19% 44
2017
Q1 		$168K Sell
1,418
-262
-16% -$30.8K 0.15% 71
2016
Q4 		$197K Buy
1,680
+70
+4% +$8.32K 0.18% 62
2016
Q3 		$195K Hold
1,610
– – 0.19% 54
2016
Q2 		$181K Buy
1,610
+132
+9% +$15K 0.18% 53
2016
Q1 		$169K Hold
1,478
– – 0.17% 55
2015
Q4 		$151K Buy
1,478
+9
+0.6% +$982 0.15% 60
2015
Q3 		$150K Hold
1,469
– – 0.15% 57
2015
Q2 		$176K Hold
1,469
– – 0.16% 57
2015
Q1 		$177K Hold
1,469
– – 0.17% 57
2014
Q4 		$190K Buy
+1,469
New +$186K 0.19% 53

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

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

AllSquare Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,546 shares — an estimated $248K sold.

AllSquare Wealth Management first reported a position in PX in Q4 2014 and held it in 16 quarters. The position peaked at $248K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • AllSquare Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 1,546 Praxair Inc shares in Q4 2018, an estimated $248K.
  • AllSquare Wealth Management first reported a position in Praxair Inc in Q4 2014 and held it in 16 quarters.
  • AllSquare Wealth Management's Praxair Inc position peaked at $248K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

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