WA
PX

WBH Advisory’s Praxair Inc PX Stock Holding History

WBH Advisory’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
-1,300
Closed -$208K – 249
2018
Q3 		$208K Sell
1,300
-49
-4% -$7.87K 0.05% 237
2018
Q2 		$213K Buy
+1,349
New +$208K 0.06% 225
2018
Q1 		– Sell
-1,350
Closed -$208K – 232
2017
Q4 		$208K Buy
+1,350
New +$200K 0.06% 218
2015
Q1 		– Sell
-1,774
Closed -$229K – 219
2014
Q4 		$229K Sell
1,774
-188
-10% -$23.8K 0.09% 185
2014
Q3 		$253K Sell
1,962
-48
-2% -$6.3K 0.09% 175
2014
Q2 		$267K Buy
2,010
+2
+0.1% +$262 0.1% 174
2014
Q1 		$263K Buy
2,008
+2
+0.1% +$259 0.1% 172
2013
Q4 		$260K Buy
2,006
+2
+0.1% +$249 0.1% 173
2013
Q3 		$241K Buy
2,004
+3
+0.1% +$356 0.11% 170
2013
Q2 		$230K Buy
+2,001
New +$228K 0.11% 167

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