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 $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

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

Marietta Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 11,844 shares — an estimated $1.9M sold.

Marietta Wealth Management first reported a position in PX in Q4 2016 and held it in 8 quarters. The position peaked at $1.9M in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Marietta Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Marietta Wealth Management sold 11,844 Praxair Inc shares in Q4 2018, an estimated $1.9M.
  • Marietta Wealth Management first reported a position in Praxair Inc in Q4 2016 and held it in 8 quarters.
  • Marietta Wealth Management's Praxair Inc position peaked at $1.9M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Marietta Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.