IAA
PX

Independent Advisor Alliance’s Praxair Inc PX Stock Holding History

Independent Advisor Alliance’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
-12,373
Closed -$2.08M – 488
2018
Q3 		$2.08M Buy
12,373
+338
+3% +$54.3K 0.46% 64
2018
Q2 		$1.9M Buy
12,035
+37
+0.3% +$5.72K 0.45% 65
2018
Q1 		$1.71M Sell
11,998
-243
-2% -$37.8K 0.42% 70
2017
Q4 		$1.98M Sell
12,241
-308
-2% -$45.7K 0.45% 58
2017
Q3 		$1.77M Sell
12,549
-167
-1% -$22.3K 0.49% 54
2017
Q2 		$1.7M Sell
12,716
-1,431
-10% -$184K 0.54% 54
2017
Q1 		$1.67M Buy
14,147
+440
+3% +$51.7K 0.26% 112
2016
Q4 		$1.61M Buy
+13,707
New +$1.63M 0.69% 46

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