Omnia Family Wealth’s Praxair Inc PX Stock Holding History

Omnia Family Wealth’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	-13	Closed	-$2K	–	632
2018 Q3	$2K	Hold	13	–	–	﹤0.01%	517
2018 Q2	$2K	Hold	13	–	–	﹤0.01%	496
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	514
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	536
2017 Q3	$2K	Sell	13 -31	-70%	-$4.13K	﹤0.01%	539
2017 Q2	$6K	Sell	44 -60	-58%	-$7.7K	﹤0.01%	373
2017 Q1	$12K	Buy	104 +60	+136%	+$7.05K	0.01%	267
2016 Q4	$5K	Buy	+44	New	+$5.23K	﹤0.01%	406

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

Omnia Family Wealth's PX Position: Q4 2018 in Review

Omnia Family Wealth sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 13 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in PX in Q4 2016 and held it in 8 quarters. The position peaked at $12K in Q1 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

Omnia Family Wealth reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
Omnia Family Wealth sold 13 Praxair Inc shares in Q4 2018, an estimated $2K.
Omnia Family Wealth first reported a position in Praxair Inc in Q4 2016 and held it in 8 quarters.
Omnia Family Wealth's Praxair Inc position peaked at $12K in Q1 2017.
6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.