LWANC
GTLS

Laurel Wealth Advisors (North Carolina)’s Chart Industries GTLS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-200
Closed -$29K – 690
2021
Q2 		$29K Buy
200
+100
+100% +$14.7K 0.01% 336
2021
Q1 		$14K Hold
100
– – ﹤0.01% 388
2020
Q4 		$12K Buy
+100
New +$9.66K ﹤0.01% 395

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s GTLS Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Chart Industries (GTLS) in Q3 2021, closing a stake of 200 shares — an estimated $29K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in GTLS in Q4 2020 and held it in 3 quarters. The position peaked at $29K in Q2 2021. 318 funds tracked by Wall St. Rank hold GTLS as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Chart Industries position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 200 Chart Industries shares in Q3 2021, an estimated $29K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Chart Industries in Q4 2020 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Chart Industries position peaked at $29K in Q2 2021.
  • 318 funds tracked by Wall St. Rank held Chart Industries as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.