VFA
PX

Valeo Financial Advisors’s Praxair Inc PX Stock Holding History

Valeo Financial 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
-629
Closed -$103K – 1878
2018
Q3 		$103K Sell
629
-356
-36% -$57.2K 0.01% 394
2018
Q2 		$152K Sell
985
-98
-9% -$15.1K 0.02% 326
2018
Q1 		$156K Sell
1,083
-132
-11% -$20.5K 0.03% 282
2017
Q4 		$188K Buy
1,215
+7
+0.6% +$1.04K 0.03% 246
2017
Q3 		$169K Buy
+1,208
New +$161K 0.04% 222

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

Valeo Financial Advisors's PX Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 629 shares — an estimated $103K sold.

Valeo Financial Advisors first reported a position in PX in Q3 2017 and held it in 5 quarters. The position peaked at $188K in Q4 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 629 Praxair Inc shares in Q4 2018, an estimated $103K.
  • Valeo Financial Advisors first reported a position in Praxair Inc in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Praxair Inc position peaked at $188K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.