HFP
PX

Holistic Financial Partners’s Praxair Inc PX Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-313
Closed -$45K – 423
2018
Q1 		$45K Buy
313
+14
+5% +$2.18K 0.04% 213
2017
Q4 		$46K Buy
+299
New +$44.4K 0.04% 213

Other funds holding PX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Holistic Financial Partners's PX Position: Q2 2018 in Review

Holistic Financial Partners sold out of Praxair Inc (PX) in Q2 2018, closing a stake of 313 shares — an estimated $45K sold.

Holistic Financial Partners first reported a position in PX in Q4 2017 and held it in 2 quarters. The position peaked at $46K in Q4 2017. 1,031 funds tracked by Wall St. Rank hold PX as of Q2 2018.

  • Holistic Financial Partners reported no remaining Praxair Inc position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 313 Praxair Inc shares in Q2 2018, an estimated $45K.
  • Holistic Financial Partners first reported a position in Praxair Inc in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Praxair Inc position peaked at $46K in Q4 2017.
  • 1,031 funds tracked by Wall St. Rank held Praxair Inc as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.