BWM
PX

Baystate Wealth Management’s Praxair Inc PX Stock Holding History

Baystate 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
-213
Closed -$34K – 747
2018
Q3 		$34K Buy
213
+1
+0.5% +$161 0.01% 241
2018
Q2 		$35K Buy
212
+1
+0.5% +$155 0.01% 230
2018
Q1 		$32K Buy
211
+73
+53% +$11.4K ﹤0.01% 242
2017
Q4 		$22K Sell
138
-54
-28% -$8.01K ﹤0.01% 292
2017
Q3 		$27K Buy
192
+54
+39% +$7.2K ﹤0.01% 249
2017
Q2 		$19K Hold
138
– – ﹤0.01% 285
2017
Q1 		$16K Buy
138
+21
+18% +$2.47K ﹤0.01% 293
2016
Q4 		$14K Buy
+117
New +$13.9K ﹤0.01% 269
2013
Q3 		– Sell
-25
Closed -$3K – 259
2013
Q2 		$3K Buy
+25
New +$2.85K ﹤0.01% 263

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