RWA
PX

Ropes Wealth Advisors’s Praxair Inc PX Stock Holding History

Ropes 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
-9,850
Closed -$1.58M – 556
2018
Q3 		$1.58M Buy
9,850
+184
+2% +$29.6K 0.39% 59
2018
Q2 		$1.53M Hold
9,666
– – 0.41% 57
2018
Q1 		$1.4M Hold
9,666
– – 0.38% 66
2017
Q4 		$1.5M Buy
9,666
+200
+2% +$29.7K 0.39% 63
2017
Q3 		$1.32M Hold
9,466
– – 0.36% 64
2017
Q2 		$1.25M Sell
9,466
-264
-3% -$33.9K 0.36% 64
2017
Q1 		$1.15M Hold
9,730
– – 0.33% 70
2016
Q4 		$1.14M Hold
9,730
– – 0.36% 64
2016
Q3 		$1.18M Buy
9,730
+290
+3% +$34.3K 0.4% 59
2016
Q2 		$1.06M Buy
9,440
+7,040
+293% +$799K 0.37% 59
2016
Q1 		$275K Hold
2,400
– – 0.12% 128
2015
Q4 		$246K Buy
2,400
+1,800
+300% +$196K 0.11% 144
2015
Q3 		$61K Hold
600
– – 0.03% 234
2015
Q2 		$72K Hold
600
– – 0.04% 174
2015
Q1 		$72K Buy
+600
New +$75.1K 0.04% 174

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