CT
PX

Clearstead Trust’s Praxair Inc PX Stock Holding History

Clearstead Trust’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
-275
Closed -$44K – 243
2018
Q3 		$44K Hold
275
– – 0.03% 137
2018
Q2 		$43K Buy
+275
New +$42.5K 0.04% 142
2018
Q1 		– Sell
-275
Closed -$43K – 207
2017
Q4 		$43K Sell
275
-3,200
-92% -$475K 0.03% 151
2017
Q3 		$485K Sell
3,475
-500
-13% -$66.6K 0.36% 72
2017
Q2 		$527K Buy
3,975
+775
+24% +$99.4K 0.42% 59
2017
Q1 		$380K Hold
3,200
– – 0.31% 71
2016
Q4 		$379K Buy
+3,200
New +$380K 0.34% 73

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