CWC
GTLS

Carolinas Wealth Consulting’s Chart Industries GTLS Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-1
Closed -$145 – 1094
2023
Q4 		$145 Sell
1
-8
-89% -$1.08K ﹤0.01% 990
2023
Q3 		$1.04K Buy
+9
New +$1.51K ﹤0.01% 827
2021
Q1 		– Sell
-35
Closed -$4K – 962
2020
Q4 		$4K Hold
35
– – ﹤0.01% 670
2020
Q3 		$2K Buy
+35
New +$2.28K ﹤0.01% 700

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's GTLS Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Chart Industries (GTLS) in Q1 2024, closing a stake of 1 share — an estimated $145 sold.

Carolinas Wealth Consulting first reported a position in GTLS in Q3 2020 and held it in 4 quarters. The position peaked at $4K in Q4 2020. 449 funds tracked by Wall St. Rank hold GTLS as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Chart Industries position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 Chart Industries share in Q1 2024, an estimated $145.
  • Carolinas Wealth Consulting first reported a position in Chart Industries in Q3 2020 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Chart Industries position peaked at $4K in Q4 2020.
  • 449 funds tracked by Wall St. Rank held Chart Industries as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.