Carson Wealth (CWM LLC)
PX

Carson Wealth (CWM LLC)’s Praxair Inc PX Stock Holding History

Carson Wealth (CWM 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
-96
Closed -$15K – 2358
2018
Q3 		$15K Sell
96
-37
-28% -$5.94K ﹤0.01% 1051
2018
Q2 		$21K Buy
133
+121
+1,008% +$18.7K ﹤0.01% 836
2018
Q1 		$2K Buy
+12
New +$1.87K ﹤0.01% 1231
2017
Q4 		– Sell
-151
Closed -$21K – 1643
2017
Q3 		$21K Buy
151
+70
+86% +$9.33K ﹤0.01% 701
2017
Q2 		$11K Sell
81
-454
-85% -$58.2K ﹤0.01% 767
2017
Q1 		$63K Sell
535
-70
-12% -$8.23K ﹤0.01% 419
2016
Q4 		$71K Buy
605
+571
+1,679% +$67.9K ﹤0.01% 393
2016
Q3 		$4K Hold
34
– – ﹤0.01% 861
2016
Q2 		$4K Hold
34
– – ﹤0.01% 668
2016
Q1 		$4K Hold
34
– – ﹤0.01% 635
2015
Q4 		$3K Hold
34
– – ﹤0.01% 585
2015
Q3 		$3K Buy
+34
New +$3.75K ﹤0.01% 562
2014
Q1 		– Sell
-47
Closed -$6K – 568
2013
Q4 		$6K Buy
47
+13
+38% +$1.62K ﹤0.01% 501
2013
Q3 		$4K Buy
+34
New +$4.04K ﹤0.01% 407

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

Carson Wealth (CWM LLC)'s PX Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 96 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in PX in Q3 2013 and held it in 14 quarters. The position peaked at $71K in Q4 2016. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 96 Praxair Inc shares in Q4 2018, an estimated $15K.
  • Carson Wealth (CWM LLC) first reported a position in Praxair Inc in Q3 2013 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Praxair Inc position peaked at $71K in Q4 2016.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.