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 – 610
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 $113B AUM 34.64% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 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

River Wealth Advisors's PX Position: Q4 2018 in Review

River Wealth Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 12,094 shares — an estimated $1.94M sold.

River Wealth Advisors first reported a position in PX in Q1 2015 and held it in 15 quarters. The position peaked at $2M in Q4 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • River Wealth Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • River Wealth Advisors sold 12,094 Praxair Inc shares in Q4 2018, an estimated $1.94M.
  • River Wealth Advisors first reported a position in Praxair Inc in Q1 2015 and held it in 15 quarters.
  • River Wealth Advisors's Praxair Inc position peaked at $2M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.