WIA
PX

Wealthstreet Investment Advisors’s Praxair Inc PX Stock Holding History

Wealthstreet Investment 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
-8,163
Closed -$1.31M – 361
2018
Q3 		$1.31M Hold
8,163
– – 0.16% 130
2018
Q2 		$1.29M Hold
8,163
– – 0.17% 131
2018
Q1 		$1.18M Buy
8,163
+200
+3% +$31.1K 0.15% 140
2017
Q4 		$1.23M Buy
+7,963
New +$1.18M 0.15% 138

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