WAM
PX

Wealthspire Advisors (Maryland)’s Praxair Inc PX Stock Holding History

Wealthspire Advisors (Maryland)’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
-4,287
Closed -$689K – 2678
2018
Q3 		$689K Sell
4,287
-112
-3% -$18K 0.06% 190
2018
Q2 		$696K Buy
4,399
+261
+6% +$40.3K 0.06% 179
2018
Q1 		$597K Sell
4,138
-598
-13% -$93K 0.06% 209
2017
Q4 		$733K Buy
4,736
+49
+1% +$7.27K 0.07% 176
2017
Q3 		$655K Buy
4,687
+136
+3% +$18.1K 0.07% 189
2017
Q2 		$603K Buy
4,551
+268
+6% +$34.4K 0.07% 193
2017
Q1 		$508K Buy
4,283
+786
+22% +$92.4K 0.07% 180
2016
Q4 		$410K Buy
3,497
+116
+3% +$13.8K 0.06% 208
2016
Q3 		$409K Sell
3,381
-3
-0.1% -$355 0.06% 205
2016
Q2 		$380K Buy
3,384
+890
+36% +$101K 0.06% 205
2016
Q1 		$285K Sell
2,494
-626
-20% -$65.3K 0.05% 270
2015
Q4 		$319K Buy
+3,120
New +$340K 0.06% 241

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

Wealthspire Advisors (Maryland)'s PX Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 4,287 shares — an estimated $689K sold.

Wealthspire Advisors (Maryland) first reported a position in PX in Q4 2015 and held it in 12 quarters. The position peaked at $733K in Q4 2017. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,287 Praxair Inc shares in Q4 2018, an estimated $689K.
  • Wealthspire Advisors (Maryland) first reported a position in Praxair Inc in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Praxair Inc position peaked at $733K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.