RWA
PX

River Wealth Advisors’s Praxair Inc PX Stock Holding History

River Wealth Advisors’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
-12,094
Closed -$1.94M – 612
2018
Q3 		$1.94M Sell
12,094
-199
-2% -$32K 0.72% 46
2018
Q2 		$1.94M Sell
12,293
-99
-0.8% -$15.3K 0.76% 43
2018
Q1 		$1.79M Sell
12,392
-539
-4% -$83.8K 0.75% 46
2017
Q4 		$2M Sell
12,931
-224
-2% -$33.2K 0.83% 41
2017
Q3 		$1.84M Sell
13,155
-514
-4% -$68.5K 0.83% 44
2017
Q2 		$1.81M Sell
13,669
-274
-2% -$35.1K 0.84% 43
2017
Q1 		$1.65M Sell
13,943
-1,169
-8% -$137K 0.8% 45
2016
Q4 		$1.77M Sell
15,112
-314
-2% -$37.3K 0.9% 42
2016
Q3 		$1.86M Sell
15,426
-972
-6% -$115K 1.03% 34
2016
Q2 		$1.84M Buy
16,398
+118
+0.7% +$13.4K 1.06% 30
2016
Q1 		$1.86M Buy
16,280
+9
+0.1% +$939 1.11% 28
2015
Q4 		$1.67M Sell
16,271
-251
-2% -$27.4K 1.06% 30
2015
Q3 		$1.68M Buy
16,522
+1,430
+9% +$158K 1.16% 27
2015
Q2 		$1.8M Buy
15,092
+524
+4% +$63.8K 1.15% 26
2015
Q1 		$1.76M Buy
+14,568
New +$1.82M 1.09% 27

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