FWM
GTLS

Focused Wealth Management’s Chart Industries GTLS Stock Holding History

Focused 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
2023
Q2 		– Sell
-50
Closed -$6.27K – 1094
2023
Q1 		$6.27K Buy
+50
New +$6.43K ﹤0.01% 627
2022
Q1 		– Sell
-277
Closed -$44K – 1032
2021
Q4 		$44K Sell
277
-277
-50% -$49K 0.01% 384
2021
Q3 		$106K Hold
554
– – 0.02% 286
2021
Q2 		$81K Buy
+554
New +$81.3K 0.01% 322

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's GTLS Position: Q2 2023 in Review

Focused Wealth Management sold out of Chart Industries (GTLS) in Q2 2023, closing a stake of 50 shares — an estimated $6.27K sold.

Focused Wealth Management first reported a position in GTLS in Q2 2021 and held it in 4 quarters. The position peaked at $106K in Q3 2021. 399 funds tracked by Wall St. Rank hold GTLS as of Q2 2023.

  • Focused Wealth Management reported no remaining Chart Industries position as of Q2 2023 after selling out during the quarter.
  • Focused Wealth Management sold 50 Chart Industries shares in Q2 2023, an estimated $6.27K.
  • Focused Wealth Management first reported a position in Chart Industries in Q2 2021 and held it in 4 quarters.
  • Focused Wealth Management's Chart Industries position peaked at $106K in Q3 2021.
  • 399 funds tracked by Wall St. Rank held Chart Industries as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.