RWG
PX

Regal Wealth Group’s Praxair Inc PX Stock Holding History

Regal Wealth Group’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
-720
Closed -$116K – 174
2018
Q3 		$116K Buy
720
+3
+0.4% +$482 0.08% 51
2018
Q2 		$113K Buy
717
+3
+0.4% +$464 0.12% 51
2018
Q1 		$103K Buy
714
+4
+0.6% +$622 0.08% 53
2017
Q4 		$110K Buy
710
+3
+0.4% +$445 0.08% 51
2017
Q3 		$99K Buy
707
+3
+0.4% +$400 0.07% 53
2017
Q2 		$93K Buy
704
+4
+0.6% +$513 0.07% 54
2017
Q1 		$83K Buy
700
+4
+0.6% +$470 0.06% 57
2016
Q4 		$82K Buy
696
+4
+0.6% +$475 0.07% 54
2016
Q3 		$84K Buy
692
+4
+0.6% +$473 0.08% 48
2016
Q2 		$77K Buy
688
+4
+0.6% +$454 0.07% 52
2016
Q1 		$78K Buy
684
+4
+0.6% +$417 0.08% 51
2015
Q4 		$70K Buy
+680
New +$74.2K 0.07% 54

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