BWL
PX

Bogart Wealth LLC’s Praxair Inc PX Stock Holding History

Bogart Wealth LLC’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
-601
Closed -$97K – 386
2018
Q3 		$97K Hold
601
– – 0.06% 106
2018
Q2 		$95K Hold
601
– – 0.06% 102
2018
Q1 		$88K Hold
601
– – 0.05% 101
2017
Q4 		$93K Hold
601
– – 0.06% 96
2017
Q3 		$85K Buy
+601
New +$80.1K 0.06% 93

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

Bogart Wealth LLC's PX Position: Q4 2018 in Review

Bogart Wealth LLC sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 601 shares — an estimated $97K sold.

Bogart Wealth LLC first reported a position in PX in Q3 2017 and held it in 5 quarters. The position peaked at $97K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Bogart Wealth LLC reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Bogart Wealth LLC sold 601 Praxair Inc shares in Q4 2018, an estimated $97K.
  • Bogart Wealth LLC first reported a position in Praxair Inc in Q3 2017 and held it in 5 quarters.
  • Bogart Wealth LLC's Praxair Inc position peaked at $97K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

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