AF
PX

Allworth Financial’s Praxair Inc PX Stock Holding History

Allworth Financial’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
-305
Closed -$49K – 979
2018
Q3 		$49K Sell
305
-10
-3% -$1.61K ﹤0.01% 299
2018
Q2 		$50K Buy
315
+10
+3% +$1.54K ﹤0.01% 284
2018
Q1 		$44K Buy
305
+105
+53% +$16.3K ﹤0.01% 269
2017
Q4 		$31K Hold
200
– – ﹤0.01% 309
2017
Q3 		$28K Hold
200
– – ﹤0.01% 314
2017
Q2 		$27K Hold
200
– – ﹤0.01% 324
2017
Q1 		$24K Hold
200
– – ﹤0.01% 334
2016
Q4 		$23K Hold
200
– – ﹤0.01% 306
2016
Q3 		$24K Sell
200
-16
-7% -$1.89K ﹤0.01% 302
2016
Q2 		$24K Buy
216
+16
+8% +$1.81K ﹤0.01% 287
2016
Q1 		$23K Hold
200
– – ﹤0.01% 294
2015
Q4 		$20K Hold
200
– – ﹤0.01% 305
2015
Q3 		$20K Hold
200
– – 0.01% 309
2015
Q2 		$24K Hold
200
– – 0.01% 286
2015
Q1 		$24K Buy
+200
New +$25K 0.01% 287

Other funds holding PX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $488M AUM 41.05% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $954M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return