CA
PX

Clearstead Advisors’s Praxair Inc PX Stock Holding History

Clearstead Advisors’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
-1,371
Closed -$220K – 266
2018
Q3 		$220K Sell
1,371
-64
-4% -$10.3K 0.03% 214
2018
Q2 		$227K Hold
1,435
– – 0.03% 208
2018
Q1 		$207K Hold
1,435
– – 0.03% 215
2017
Q4 		$222K Sell
1,435
-762
-35% -$113K 0.03% 209
2017
Q3 		$307K Buy
2,197
+40
+2% +$5.33K 0.04% 194
2017
Q2 		$286K Buy
2,157
+200
+10% +$25.6K 0.04% 191
2017
Q1 		$232K Sell
1,957
-198
-9% -$23.3K 0.03% 203
2016
Q4 		$253K Buy
+2,155
New +$256K 0.04% 183

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

Clearstead Advisors's PX Position: Q4 2018 in Review

Clearstead Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,371 shares — an estimated $220K sold.

Clearstead Advisors first reported a position in PX in Q4 2016 and held it in 8 quarters. The position peaked at $307K in Q3 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Clearstead Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Clearstead Advisors sold 1,371 Praxair Inc shares in Q4 2018, an estimated $220K.
  • Clearstead Advisors first reported a position in Praxair Inc in Q4 2016 and held it in 8 quarters.
  • Clearstead Advisors's Praxair Inc position peaked at $307K in Q3 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Clearstead Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.