AWM
PX

Avitas Wealth Management’s Praxair Inc PX Stock Holding History

Avitas 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
-15,010
Closed -$2.41M – 194
2018
Q3 		$2.41M Buy
15,010
+617
+4% +$99.1K 0.69% 67
2018
Q2 		$2.28M Buy
+14,393
New +$2.22M 0.71% 68

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

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

Avitas Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 15,010 shares — an estimated $2.41M sold.

Avitas Wealth Management first reported a position in PX in Q2 2018 and held it in 2 quarters. The position peaked at $2.41M in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Avitas Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 15,010 Praxair Inc shares in Q4 2018, an estimated $2.41M.
  • Avitas Wealth Management first reported a position in Praxair Inc in Q2 2018 and held it in 2 quarters.
  • Avitas Wealth Management's Praxair Inc position peaked at $2.41M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.