HT
PX

Heritage Trust’s Praxair Inc PX Stock Holding History

Heritage 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
-201
Closed -$32K – 471
2018
Q3 		$32K Hold
201
– – 0.01% 237
2018
Q2 		$32K Hold
201
– – 0.01% 233
2018
Q1 		$29K Hold
201
– – 0.01% 231
2017
Q4 		$31K Hold
201
– – 0.01% 215
2017
Q3 		$28K Hold
201
– – 0.01% 228
2017
Q2 		$27K Hold
201
– – 0.01% 220
2017
Q1 		$24K Buy
+201
New +$23.6K 0.01% 223

Other funds holding PX

SEI Investments
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OCM
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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