YWP
PX

YorkBridge Wealth Partners’s Praxair Inc PX Stock Holding History

YorkBridge Wealth Partners’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
-2,368
Closed -$400K – 801
2018
Q3 		$400K Sell
2,368
-60
-2% -$9.64K 0.18% 116
2018
Q2 		$384K Buy
2,428
+124
+5% +$19.2K 0.17% 121
2018
Q1 		$338K Buy
2,304
+474
+26% +$73.7K 0.16% 129
2017
Q4 		$275K Sell
1,830
-109
-6% -$16.2K 0.13% 150
2017
Q3 		$271K Buy
1,939
+150
+8% +$20K 0.14% 141
2017
Q2 		$240K Sell
1,789
-260
-13% -$33.3K 0.13% 153
2017
Q1 		$257K Buy
2,049
+36
+2% +$4.23K 0.13% 143
2016
Q4 		$240K Buy
+2,013
New +$239K 0.14% 137

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