KA
PX

Kaizen Advisory’s Praxair Inc PX Stock Holding History

Kaizen Advisory’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
-677
Closed -$109K – 575
2018
Q3 		$109K Hold
677
– – 0.06% 218
2018
Q2 		$107K Buy
677
+396
+141% +$61.2K 0.05% 219
2018
Q1 		$41K Hold
281
– – 0.04% 223
2017
Q4 		$43K Buy
+281
New +$41.7K 0.03% 213

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 $3.65B AUM 15.32% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Kaizen Advisory's PX Position: Q4 2018 in Review

Kaizen Advisory sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 677 shares — an estimated $109K sold.

Kaizen Advisory first reported a position in PX in Q4 2017 and held it in 4 quarters. The position peaked at $109K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Kaizen Advisory reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Kaizen Advisory sold 677 Praxair Inc shares in Q4 2018, an estimated $109K.
  • Kaizen Advisory first reported a position in Praxair Inc in Q4 2017 and held it in 4 quarters.
  • Kaizen Advisory's Praxair Inc position peaked at $109K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.