HB
PX

Homrich & Berg’s Praxair Inc PX Stock Holding History

Homrich & Berg’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
-6,775
Closed -$1.09M – 347
2018
Q3 		$1.09M Buy
6,775
+123
+2% +$19.8K 0.07% 119
2018
Q2 		$1.05M Buy
6,652
+349
+6% +$53.9K 0.08% 115
2018
Q1 		$910K Buy
6,303
+856
+16% +$133K 0.06% 136
2017
Q4 		$843K Buy
5,447
+475
+10% +$70.5K 0.06% 140
2017
Q3 		$695K Hold
4,972
– – 0.05% 149
2017
Q2 		$659K Buy
4,972
+133
+3% +$17.1K 0.06% 138
2017
Q1 		$574K Buy
4,839
+632
+15% +$74.3K 0.05% 158
2016
Q4 		$493K Buy
4,207
+105
+3% +$12.5K 0.04% 159
2016
Q3 		$496K Buy
4,102
+346
+9% +$41K 0.05% 149
2016
Q2 		$422K Buy
3,756
+999
+36% +$113K 0.04% 157
2016
Q1 		$315K Buy
2,757
+296
+12% +$30.9K 0.03% 192
2015
Q4 		$252K Buy
+2,461
New +$268K 0.02% 220

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