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	–	798
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 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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

YorkBridge Wealth Partners's PX Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Praxair Inc (PX) in Q4 2018, closing a stake of 2,368 shares — an estimated $400K sold.

YorkBridge Wealth Partners first reported a position in PX in Q4 2016 and held it in 8 quarters. The position peaked at $400K in Q3 2018. 6 funds tracked by Wall St. Rank hold PX as of Q4 2018.

YorkBridge Wealth Partners reported no remaining Praxair Inc position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,368 Praxair Inc shares in Q4 2018, an estimated $400K.
YorkBridge Wealth Partners first reported a position in Praxair Inc in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's Praxair Inc position peaked at $400K in Q3 2018.
6 funds tracked by Wall St. Rank held Praxair Inc as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.