BCWM
PX

Bartlett & Co Wealth Management’s Praxair Inc PX Stock Holding History

Bartlett & Co 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
-197,437
Closed -$31.7M – 731
2018
Q3 		$31.7M Buy
197,437
+486
+0.2% +$78.1K 1.19% 30
2018
Q2 		$31.1M Buy
196,951
+30
+0% +$4.63K 1.27% 26
2018
Q1 		$28.4M Buy
+196,921
New +$30.6M 1.17% 28

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

Bartlett & Co Wealth Management's PX Position: Q4 2018 in Review

Bartlett & Co Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 197,437 shares — an estimated $31.7M sold.

Bartlett & Co Wealth Management first reported a position in PX in Q1 2018 and held it in 3 quarters. The position peaked at $31.7M in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Bartlett & Co Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 197,437 Praxair Inc shares in Q4 2018, an estimated $31.7M.
  • Bartlett & Co Wealth Management first reported a position in Praxair Inc in Q1 2018 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Praxair Inc position peaked at $31.7M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2024.