SWM
PX

SVA Wealth Management’s Praxair Inc PX Stock Holding History

SVA Wealth 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
-7,593
Closed -$1.22M – 219
2018
Q3 		$1.22M Sell
7,593
-864
-10% -$139K 0.12% 112
2018
Q2 		$1.34M Sell
8,457
-21,283
-72% -$3.29M 0.14% 108
2018
Q1 		$4.16M Buy
29,740
+1,236
+4% +$192K 0.51% 54
2017
Q4 		$4.41M Sell
28,504
-1,236
-4% -$183K 0.52% 51
2017
Q3 		$4.16M Sell
29,740
-285
-0.9% -$38K 0.51% 54
2017
Q2 		$3.98M Sell
30,025
-13,006
-30% -$1.67M 0.52% 56
2017
Q1 		$5.1M Buy
43,031
+3,132
+8% +$368K 0.69% 43
2016
Q4 		$4.68M Sell
39,899
-5,247
-12% -$624K 0.7% 46
2016
Q3 		$5.46M Sell
45,146
-72
-0.2% -$8.52K 0.85% 34
2016
Q2 		$5.08M Buy
45,218
+347
+0.8% +$39.4K 0.82% 35
2016
Q1 		$5.13M Buy
44,871
+20,021
+81% +$2.09M 0.85% 36
2015
Q4 		$2.54M Buy
24,850
+9,422
+61% +$1.03M 0.44% 71
2015
Q3 		$1.57M Buy
+15,428
New +$1.7M 0.29% 86

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 $3.65B AUM 15.32% 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 $976M AUM 23.05% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

SVA Wealth Management's PX Position: Q4 2018 in Review

SVA Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 7,593 shares — an estimated $1.22M sold.

SVA Wealth Management first reported a position in PX in Q3 2015 and held it in 13 quarters. The position peaked at $5.46M in Q3 2016. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • SVA Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • SVA Wealth Management sold 7,593 Praxair Inc shares in Q4 2018, an estimated $1.22M.
  • SVA Wealth Management first reported a position in Praxair Inc in Q3 2015 and held it in 13 quarters.
  • SVA Wealth Management's Praxair Inc position peaked at $5.46M in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on SVA Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.