TPWA
PX

TRUE Private Wealth Advisors’s Praxair Inc PX Stock Holding History

TRUE Private 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
-1,628
Closed -$262K – 1062
2018
Q3 		$262K Buy
1,628
+2
+0.1% +$321 0.04% 233
2018
Q2 		$257K Buy
1,626
+150
+10% +$23.2K 0.04% 230
2018
Q1 		$212K Hold
1,476
– – 0.04% 213
2017
Q4 		$228K Buy
+1,476
New +$219K 0.04% 201

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

TRUE Private Wealth Advisors's PX Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,628 shares — an estimated $262K sold.

TRUE Private Wealth Advisors first reported a position in PX in Q4 2017 and held it in 4 quarters. The position peaked at $262K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,628 Praxair Inc shares in Q4 2018, an estimated $262K.
  • TRUE Private Wealth Advisors first reported a position in Praxair Inc in Q4 2017 and held it in 4 quarters.
  • TRUE Private Wealth Advisors's Praxair Inc position peaked at $262K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.