Kingsview Wealth Management’s Praxair Inc PX Stock Holding History

Kingsview Wealth Management’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	-1,807	Closed	-$290K	–	458
2018 Q3	$290K	Sell	1,807 -1,024	-36%	-$164K	0.06%	291
2018 Q2	$448K	Buy	2,831 +35	+1%	+$5.41K	0.11%	204
2018 Q1	$404K	Sell	2,796 -5	-0.2%	-$778	0.1%	227
2017 Q4	$433K	Buy	2,801 +1,245	+80%	+$185K	0.15%	187
2017 Q3	$217K	Buy	+1,556	New	+$207K	0.1%	252

Other funds holding PX

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 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 $1.13B AUM 30.28% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Kingsview Wealth Management's PX Position: Q4 2018 in Review

Kingsview Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,807 shares — an estimated $290K sold.

Kingsview Wealth Management first reported a position in PX in Q3 2017 and held it in 5 quarters. The position peaked at $448K in Q2 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

Kingsview Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
Kingsview Wealth Management sold 1,807 Praxair Inc shares in Q4 2018, an estimated $290K.
Kingsview Wealth Management first reported a position in Praxair Inc in Q3 2017 and held it in 5 quarters.
Kingsview Wealth Management's Praxair Inc position peaked at $448K in Q2 2018.
6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Kingsview Wealth Management's 13F filing for Q4 2018, filed 29 Jan 2020.