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 $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

WBH Advisory's PX Position: Q4 2018 in Review

WBH Advisory sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,300 shares — an estimated $208K sold.

WBH Advisory first reported a position in PX in Q2 2013 and held it in 10 quarters. The position peaked at $267K in Q2 2014. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • WBH Advisory reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • WBH Advisory sold 1,300 Praxair Inc shares in Q4 2018, an estimated $208K.
  • WBH Advisory first reported a position in Praxair Inc in Q2 2013 and held it in 10 quarters.
  • WBH Advisory's Praxair Inc position peaked at $267K in Q2 2014.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on WBH Advisory's 13F filing for Q4 2018, filed 29 Jan 2019.