GWS
GTLS

Glassman Wealth Services’s Chart Industries GTLS Stock Holding History

Glassman Wealth Services’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
-9
Closed -$1.23K – 867
2023
Q4 		$1.23K Sell
9
-2
-18% -$270 ﹤0.01% 1482
2023
Q3 		$1.86K Hold
11
– – ﹤0.01% 1354
2023
Q2 		$1.76K Buy
11
+3
+38% +$383 ﹤0.01% 1293
2023
Q1 		$1K Hold
8
– – ﹤0.01% 1430
2022
Q4 		$922 Buy
+8
New +$1.28K ﹤0.01% 1445

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

Glassman Wealth Services's GTLS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Chart Industries (GTLS) in Q1 2024, closing a stake of 9 shares — an estimated $1.23K sold.

Glassman Wealth Services first reported a position in GTLS in Q4 2022 and held it in 5 quarters. The position peaked at $1.86K in Q3 2023. 449 funds tracked by Wall St. Rank hold GTLS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Chart Industries position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 9 Chart Industries shares in Q1 2024, an estimated $1.23K.
  • Glassman Wealth Services first reported a position in Chart Industries in Q4 2022 and held it in 5 quarters.
  • Glassman Wealth Services's Chart Industries position peaked at $1.86K in Q3 2023.
  • 449 funds tracked by Wall St. Rank held Chart Industries as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.