HW
PX

Hedeker Wealth’s Praxair Inc PX Stock Holding History

Hedeker Wealth’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
-15,101
Closed -$2.43M – 72
2018
Q3 		$2.43M Sell
15,101
-81
-0.5% -$13K 1.7% 26
2018
Q2 		$2.4M Sell
15,182
-121
-0.8% -$18.7K 1.84% 22
2018
Q1 		$2.21M Buy
15,303
+152
+1% +$23.6K 1.71% 29
2017
Q4 		$2.34M Buy
15,151
+967
+7% +$143K 1.82% 23
2017
Q3 		$1.98M Buy
14,184
+3,543
+33% +$472K 1.74% 24
2017
Q2 		$1.41M Sell
10,641
-265
-2% -$34K 1.36% 30
2017
Q1 		$1.29M Sell
10,906
-1,293
-11% -$152K 1.22% 32
2016
Q4 		$1.43M Buy
12,199
+10,309
+545% +$1.23M 1.18% 32
2016
Q3 		$15.6K Sell
1,890
-7,888
-81% -$934K 0.81% 43
2016
Q2 		$1.1M Buy
+9,778
New +$1.11M 0.96% 41

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