OFW
PX

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
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