JWA
PX

JFS Wealth Advisors’s Praxair Inc PX Stock Holding History

JFS 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
-55
Closed -$9K – 567
2018
Q3 		$9K Hold
55
– – ﹤0.01% 422
2018
Q2 		$9K Sell
55
-28
-34% -$4.33K ﹤0.01% 379
2018
Q1 		$12K Hold
83
– – ﹤0.01% 362
2017
Q4 		$13K Buy
+83
New +$12.3K ﹤0.01% 369
2017
Q2 		– Sell
-300
Closed -$35K – 469
2017
Q1 		$35K Hold
300
– – 0.01% 258
2016
Q4 		$35K Sell
300
-375
-56% -$44.6K 0.01% 258
2016
Q3 		$82K Buy
675
+375
+125% +$44.4K 0.02% 197
2016
Q2 		$34K Sell
300
-19
-6% -$2.15K 0.01% 289
2016
Q1 		$37K Sell
319
-316
-50% -$33K 0.01% 267
2015
Q4 		$65K Buy
+635
New +$69.3K 0.02% 224

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