AWM
GTLS

Avior Wealth Management’s Chart Industries GTLS Stock Holding History

Avior Wealth Management’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7
Closed -$868 – 2504
2024
Q3 		$868 Hold
7
– – ﹤0.01% 2093
2024
Q2 		$1.01K Sell
7
-26
-79% -$3.92K ﹤0.01% 2026
2024
Q1 		$5.43K Buy
+33
New +$4.43K ﹤0.01% 2054

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avior Wealth Management's GTLS Position: Q4 2024 in Review

Avior Wealth Management sold out of Chart Industries (GTLS) in Q4 2024, closing a stake of 7 shares — an estimated $868 sold.

Avior Wealth Management first reported a position in GTLS in Q1 2024 and held it in 3 quarters. The position peaked at $5.43K in Q1 2024. 527 funds tracked by Wall St. Rank hold GTLS as of Q4 2024.

  • Avior Wealth Management reported no remaining Chart Industries position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Chart Industries shares in Q4 2024, an estimated $868.
  • Avior Wealth Management first reported a position in Chart Industries in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Chart Industries position peaked at $5.43K in Q1 2024.
  • 527 funds tracked by Wall St. Rank held Chart Industries as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.