PWLP
PX

Prio Wealth Limited Partnership’s Praxair Inc PX Stock Holding History

Prio Wealth Limited Partnership’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
-63,936
Closed -$10.3M – 241
2018
Q3 		$10.3M Sell
63,936
-1,136
-2% -$182K 0.47% 60
2018
Q2 		$10.3M Sell
65,072
-2,064
-3% -$319K 0.51% 56
2018
Q1 		$9.69M Sell
67,136
-4,923
-7% -$766K 0.48% 60
2017
Q4 		$11.1M Sell
72,059
-1,205
-2% -$179K 0.52% 55
2017
Q3 		$10.2M Sell
73,264
-300
-0.4% -$40K 0.5% 58
2017
Q2 		$9.75M Buy
73,564
+1,883
+3% +$241K 0.49% 58
2017
Q1 		$8.5M Sell
71,681
-161
-0.2% -$18.9K 0.44% 62
2016
Q4 		$8.42M Sell
71,842
-3,553
-5% -$422K 0.45% 61
2016
Q3 		$9.11M Sell
75,395
-800
-1% -$94.7K 0.48% 60
2016
Q2 		$8.56M Sell
76,195
-7,139
-9% -$810K 0.47% 62
2016
Q1 		$9.54M Sell
83,334
-2,832
-3% -$296K 0.52% 57
2015
Q4 		$8.82M Sell
86,166
-2,839
-3% -$310K 0.48% 60
2015
Q3 		$9.07M Sell
89,005
-3,562
-4% -$393K 0.51% 61
2015
Q2 		$11.1M Buy
92,567
+537
+0.6% +$65.4K 0.57% 57
2015
Q1 		$11.1M Sell
92,030
-10,546
-10% -$1.32M 0.55% 57
2014
Q4 		$13.3M Sell
102,576
-8,444
-8% -$1.07M 0.66% 52
2014
Q3 		$14.3M Sell
111,020
-7,664
-6% -$1.01M 0.74% 48
2014
Q2 		$15.8M Sell
118,684
-28,911
-20% -$3.79M 0.79% 47
2014
Q1 		$19.3M Sell
147,595
-112,483
-43% -$14.6M 0.98% 38
2013
Q4 		$33.8M Buy
260,078
+6,322
+2% +$788K 1.71% 14
2013
Q3 		$30.5M Sell
253,756
-4,711
-2% -$559K 1.73% 11
2013
Q2 		$29.8M Buy
+258,467
New +$29.4M 1.79% 12

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 $976M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Prio Wealth Limited Partnership's PX Position: Q4 2018 in Review

Prio Wealth Limited Partnership sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 63,936 shares — an estimated $10.3M sold.

Prio Wealth Limited Partnership first reported a position in PX in Q2 2013 and held it in 22 quarters. The position peaked at $33.8M in Q4 2013. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Prio Wealth Limited Partnership reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 63,936 Praxair Inc shares in Q4 2018, an estimated $10.3M.
  • Prio Wealth Limited Partnership first reported a position in Praxair Inc in Q2 2013 and held it in 22 quarters.
  • Prio Wealth Limited Partnership's Praxair Inc position peaked at $33.8M in Q4 2013.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Prio Wealth Limited Partnership's 13F filing for Q4 2018, filed 6 Feb 2019.