LWM
PX

Lyell Wealth Management’s Praxair Inc PX Stock Holding History

Lyell 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
-1,400
Closed -$225K – 123
2018
Q3 		$225K Buy
+1,400
New +$225K 0.08% 110

Other funds holding PX

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

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

Lyell Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,400 shares — an estimated $225K sold.

Lyell Wealth Management first reported a position in PX in Q3 2018 and held it in 1 quarter. The position peaked at $225K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Lyell Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Lyell Wealth Management sold 1,400 Praxair Inc shares in Q4 2018, an estimated $225K.
  • Lyell Wealth Management first reported a position in Praxair Inc in Q3 2018 and held it in 1 quarter.
  • Lyell Wealth Management's Praxair Inc position peaked at $225K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Lyell Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.