AWM
PX

Aries Wealth Management’s Praxair Inc PX Stock Holding History

Aries 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
-1,533
Closed -$246K – 139
2018
Q3 		$246K Hold
1,533
– – 0.22% 101
2018
Q2 		$257K Hold
1,533
– – 0.24% 100
2018
Q1 		$225K Buy
1,533
+67
+5% +$10.4K 0.22% 108
2017
Q4 		$237K Buy
+1,466
New +$218K 0.22% 103

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

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

Aries Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,533 shares — an estimated $246K sold.

Aries Wealth Management first reported a position in PX in Q4 2017 and held it in 4 quarters. The position peaked at $257K in Q2 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Aries Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Aries Wealth Management sold 1,533 Praxair Inc shares in Q4 2018, an estimated $246K.
  • Aries Wealth Management first reported a position in Praxair Inc in Q4 2017 and held it in 4 quarters.
  • Aries Wealth Management's Praxair Inc position peaked at $257K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Aries Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.