TL
PX

TrueWealth LLC’s Praxair Inc PX Stock Holding History

TrueWealth LLC’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
-127
Closed -$20K – 849
2018
Q3 		$20K Buy
127
+21
+20% +$3.37K 0.01% 392
2018
Q2 		$17K Hold
106
– – 0.01% 411
2018
Q1 		$15K Sell
106
-98
-48% -$15.2K 0.01% 400
2017
Q4 		$32K Buy
+204
New +$30.3K 0.02% 350

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

TrueWealth LLC's PX Position: Q4 2018 in Review

TrueWealth LLC sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 127 shares — an estimated $20K sold.

TrueWealth LLC first reported a position in PX in Q4 2017 and held it in 4 quarters. The position peaked at $32K in Q4 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • TrueWealth LLC reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 127 Praxair Inc shares in Q4 2018, an estimated $20K.
  • TrueWealth LLC first reported a position in Praxair Inc in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's Praxair Inc position peaked at $32K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.