PFGIA
PX

Patriot Financial Group Insurance Agency’s Praxair Inc PX Stock Holding History

Patriot Financial Group Insurance Agency’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
-143
Closed -$23K – 1177
2018
Q3 		$23K Buy
143
+13
+10% +$2.09K 0.01% 466
2018
Q2 		$21K Sell
130
-23
-15% -$3.55K 0.02% 288
2018
Q1 		$22K Buy
153
+10
+7% +$1.55K 0.02% 457
2017
Q4 		$23K Buy
143
+41
+40% +$6.08K 0.02% 430
2017
Q3 		$14K Hold
102
– – 0.01% 493
2017
Q2 		$14K Buy
102
+1
+1% +$128 0.01% 466
2017
Q1 		$12K Hold
101
– – 0.01% 471
2016
Q4 		$12K Buy
+101
New +$12K 0.02% 441

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 $3.65B AUM 15.32% 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

Patriot Financial Group Insurance Agency's PX Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 143 shares — an estimated $23K sold.

Patriot Financial Group Insurance Agency first reported a position in PX in Q4 2016 and held it in 8 quarters. The position peaked at $23K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 143 Praxair Inc shares in Q4 2018, an estimated $23K.
  • Patriot Financial Group Insurance Agency first reported a position in Praxair Inc in Q4 2016 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Praxair Inc position peaked at $23K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.