PFS
PX

Prospera Financial Services’s Praxair Inc PX Stock Holding History

Prospera Financial Services’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
-1,586
Closed -$257K – 460
2018
Q3 		$257K Buy
1,586
+324
+26% +$52K 0.05% 346
2018
Q2 		$201K Sell
1,262
-930
-42% -$144K 0.03% 429
2018
Q1 		$317K Sell
2,192
-553
-20% -$86K 0.04% 324
2017
Q4 		$436K Sell
2,745
-939
-25% -$139K 0.07% 243
2017
Q3 		$523K Buy
3,684
+184
+5% +$24.5K 0.08% 228
2017
Q2 		$464K Buy
+3,500
New +$449K 0.07% 233
2013
Q4 		– Sell
-1,794
Closed -$217K – 300
2013
Q3 		$217K Buy
+1,794
New +$213K 0.08% 203

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