Lido Advisors
PX

Lido Advisors’s Praxair Inc PX Stock Holding History

Lido 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
-2,836
Closed -$455K – 506
2018
Q3 		$455K Buy
2,836
+99
+4% +$15.9K 0.06% 259
2018
Q2 		$432K Buy
2,737
+12
+0.4% +$1.85K 0.07% 241
2018
Q1 		$393K Buy
2,725
+13
+0.5% +$2.02K 0.07% 235
2017
Q4 		$419K Buy
2,712
+90
+3% +$13.4K 0.07% 179
2017
Q3 		$383K Hold
2,622
– – 0.07% 173
2017
Q2 		$348K Sell
2,622
-30
-1% -$3.85K 0.07% 149
2017
Q1 		$342K Buy
+2,652
New +$312K 0.09% 136

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