WWM
PX icon

Windsor Wealth Management’s Praxair Inc PX Stock Holding History

Windsor Wealth Management’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
-1,510
Closed -$243K – 143
2018
Q3 		$243K Buy
1,510
+130
+9% +$20.9K 0.16% 118
2018
Q2 		$218K Buy
+1,380
New +$213K 0.17% 117

Other funds holding PX

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $746M AUM 30.08% 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

Windsor Wealth Management's PX Position: Q4 2018 in Review

Windsor Wealth Management sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 1,510 shares — an estimated $243K sold.

Windsor Wealth Management first reported a position in PX in Q2 2018 and held it in 2 quarters. The position peaked at $243K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

  • Windsor Wealth Management reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
  • Windsor Wealth Management sold 1,510 Praxair Inc shares in Q4 2018, an estimated $243K.
  • Windsor Wealth Management first reported a position in Praxair Inc in Q2 2018 and held it in 2 quarters.
  • Windsor Wealth Management's Praxair Inc position peaked at $243K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on Windsor Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.