CW
GTLS

CreativeOne Wealth’s Chart Industries GTLS Stock Holding History

CreativeOne Wealth’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
2023
Q4 		– Sell
-1,217
Closed -$205K – 643
2023
Q3 		$205K Sell
1,217
-333
-21% -$56K 0.01% 534
2023
Q2 		$247K Buy
+1,550
New +$198K 0.01% 705
2022
Q4 		– Sell
-1,452
Closed -$268K – 753
2022
Q3 		$268K Buy
+1,452
New +$269K 0.02% 577

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

CreativeOne Wealth's GTLS Position: Q4 2023 in Review

CreativeOne Wealth sold out of Chart Industries (GTLS) in Q4 2023, closing a stake of 1,217 shares — an estimated $205K sold.

CreativeOne Wealth first reported a position in GTLS in Q3 2022 and held it in 3 quarters. The position peaked at $268K in Q3 2022. 433 funds tracked by Wall St. Rank hold GTLS as of Q4 2023.

  • CreativeOne Wealth reported no remaining Chart Industries position as of Q4 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 1,217 Chart Industries shares in Q4 2023, an estimated $205K.
  • CreativeOne Wealth first reported a position in Chart Industries in Q3 2022 and held it in 3 quarters.
  • CreativeOne Wealth's Chart Industries position peaked at $268K in Q3 2022.
  • 433 funds tracked by Wall St. Rank held Chart Industries as of Q4 2023.

Based on CreativeOne Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.