MWM
PX

Marietta Wealth Management’s Praxair Inc PX Stock Holding History

Marietta 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
-11,844
Closed -$1.9M – 123
2018
Q3 		$1.9M Buy
11,844
+79
+0.7% +$12.7K 0.84% 56
2018
Q2 		$1.86M Sell
11,765
-59
-0.5% -$9.12K 0.91% 46
2018
Q1 		$1.71M Buy
11,824
+70
+0.6% +$10.9K 0.9% 45
2017
Q4 		$1.82M Sell
11,754
-531
-4% -$78.8K 0.98% 41
2017
Q3 		$1.72M Sell
12,285
-213
-2% -$28.4K 0.96% 44
2017
Q2 		$1.66M Buy
12,498
+93
+0.7% +$11.9K 1.01% 46
2017
Q1 		$1.47M Buy
12,405
+2,274
+22% +$267K 0.98% 43
2016
Q4 		$1.19M Buy
+10,131
New +$1.2M 0.95% 44

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