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Curi Wealth Management’s Chart Industries GTLS Stock Holding History

Curi 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
2022
Q3 		– Sell
-63
Closed -$11K – 398
2022
Q2 		$11K Hold
63
– – ﹤0.01% 365
2022
Q1 		$10K Hold
63
– – ﹤0.01% 359
2021
Q4 		$10K Buy
+63
New +$11.1K ﹤0.01% 320
2021
Q1 		– Sell
-63
Closed -$7K – 256
2020
Q4 		$7K Buy
+63
New +$6.08K 0.01% 287

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Curi Wealth Management's GTLS Position: Q3 2022 in Review

Curi Wealth Management sold out of Chart Industries (GTLS) in Q3 2022, closing a stake of 63 shares — an estimated $11K sold.

Curi Wealth Management first reported a position in GTLS in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q2 2022. 380 funds tracked by Wall St. Rank hold GTLS as of Q3 2022.

  • Curi Wealth Management reported no remaining Chart Industries position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 63 Chart Industries shares in Q3 2022, an estimated $11K.
  • Curi Wealth Management first reported a position in Chart Industries in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Chart Industries position peaked at $11K in Q2 2022.
  • 380 funds tracked by Wall St. Rank held Chart Industries as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.