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Heritage Wealth Advisors’s Praxair Inc PX Stock Holding History

Heritage Wealth 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
-17
Closed -$2K – 425
2018
Q3 		$2K Buy
+17
New +$2.73K ﹤0.01% 364

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 $746M AUM 30.08% 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

Heritage Wealth Advisors's PX Position: Q4 2018 in Review

Heritage Wealth Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 17 shares — an estimated $2K sold.

Heritage Wealth Advisors first reported a position in PX in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Heritage Wealth Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Heritage Wealth Advisors sold 17 Praxair Inc shares in Q4 2018, an estimated $2K.
  • Heritage Wealth Advisors first reported a position in Praxair Inc in Q3 2018 and held it in 1 quarter.
  • Heritage Wealth Advisors's Praxair Inc position peaked at $2K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Heritage Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.