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 $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

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

Ropes Wealth Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 9,850 shares — an estimated $1.58M sold.

Ropes Wealth Advisors first reported a position in PX in Q1 2015 and held it in 15 quarters. The position peaked at $1.58M in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Ropes Wealth Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 9,850 Praxair Inc shares in Q4 2018, an estimated $1.58M.
  • Ropes Wealth Advisors first reported a position in Praxair Inc in Q1 2015 and held it in 15 quarters.
  • Ropes Wealth Advisors's Praxair Inc position peaked at $1.58M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.