SIM
PX

Sonora Investment Management’s Praxair Inc PX Stock Holding History

Sonora Investment Management’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
-30
Closed -$5K – 1336
2018
Q3 		$5K Hold
30
– – ﹤0.01% 1024
2018
Q2 		$5K Sell
30
-15
-33% -$2.32K ﹤0.01% 964
2018
Q1 		$6.49K Buy
45
+15
+50% +$2.33K ﹤0.01% 901
2017
Q4 		$4.64K Hold
30
– – ﹤0.01% 966
2017
Q3 		$4.19K Hold
30
– – ﹤0.01% 886
2017
Q2 		$3.98K Hold
30
– – ﹤0.01% 858
2017
Q1 		$3.56K Hold
30
– – ﹤0.01% 818
2016
Q4 		$3.52K Hold
30
– – ﹤0.01% 741
2016
Q3 		$3.63K Hold
30
– – ﹤0.01% 715
2016
Q2 		$3.37K Hold
30
– – ﹤0.01% 737
2016
Q1 		$3.58K Hold
30
– – ﹤0.01% 775
2015
Q4 		$3K Sell
30
-96
-76% -$10.5K ﹤0.01% 699
2015
Q3 		$13K Buy
+126
New +$13.9K ﹤0.01% 419

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