Harvest Group Wealth Management’s Chart Industries GTLS Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-18	Closed	-$2K	–	300
2020 Q4	$2K	Hold	18	–	–	﹤0.01%	361
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	454
2020 Q2	$0	Buy	18 +8	+80%	+$293	﹤0.01%	617
2020 Q1	$0	Sell	10 -58	-85%	-$3.15K	﹤0.01%	686
2019 Q4	$4K	Hold	68	–	–	﹤0.01%	422
2019 Q3	$4K	Hold	68	–	–	﹤0.01%	470
2019 Q2	$5K	Hold	68	–	–	0.01%	346
2019 Q1	$6K	Buy	+68	New	+$5.49K	0.01%	348

Other funds holding GTLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Group Wealth Management's GTLS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Chart Industries (GTLS) in Q1 2021, closing a stake of 18 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in GTLS in Q1 2019 and held it in 8 quarters. The position peaked at $6K in Q1 2019. 275 funds tracked by Wall St. Rank hold GTLS as of Q1 2021.

Harvest Group Wealth Management reported no remaining Chart Industries position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 18 Chart Industries shares in Q1 2021, an estimated $2K.
Harvest Group Wealth Management first reported a position in Chart Industries in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Chart Industries position peaked at $6K in Q1 2019.
275 funds tracked by Wall St. Rank held Chart Industries as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.