AI
PX

Atria Investments’s Praxair Inc PX Stock Holding History

Atria Investments’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
-6,683
Closed -$1.07M – 1057
2018
Q3 		$1.07M Buy
6,683
+2,401
+56% +$386K 0.04% 369
2018
Q2 		$677K Buy
4,282
+680
+19% +$105K 0.03% 479
2018
Q1 		$520K Buy
3,602
+588
+20% +$91.5K 0.03% 503
2017
Q4 		$466K Buy
3,014
+802
+36% +$119K 0.02% 496
2017
Q3 		$309K Buy
2,212
+127
+6% +$16.9K 0.02% 599
2017
Q2 		$276K Buy
+2,085
New +$267K 0.02% 594
2017
Q1 		– Sell
-2,045
Closed -$240K – 729
2016
Q4 		$240K Sell
2,045
-1,074
-34% -$128K 0.02% 547
2016
Q3 		$377K Sell
3,119
-64
-2% -$7.58K 0.03% 357
2016
Q2 		$362K Sell
3,183
-222
-7% -$25.2K 0.04% 331
2016
Q1 		$390K Buy
3,405
+895
+36% +$93.4K 0.04% 310
2015
Q4 		$246K Buy
+2,510
New +$274K 0.03% 348
2015
Q1 		– Sell
-1,762
Closed -$228K – 454
2014
Q4 		$228K Sell
1,762
-135
-7% -$17.1K 0.02% 382
2014
Q3 		$245K Sell
1,897
-551
-23% -$72.3K 0.03% 409
2014
Q2 		$325K Buy
2,448
+35
+1% +$4.59K 0.03% 327
2014
Q1 		$316K Buy
+2,413
New +$313K 0.03% 352

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

Atria Investments's PX Position: Q4 2018 in Review

Atria Investments sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 6,683 shares — an estimated $1.07M sold.

Atria Investments first reported a position in PX in Q1 2014 and held it in 15 quarters. The position peaked at $1.07M in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Atria Investments reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Atria Investments sold 6,683 Praxair Inc shares in Q4 2018, an estimated $1.07M.
  • Atria Investments first reported a position in Praxair Inc in Q1 2014 and held it in 15 quarters.
  • Atria Investments's Praxair Inc position peaked at $1.07M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.