Plante Moran Financial Advisors’s Chart Industries GTLS Stock Holding History

Plante Moran Financial Advisors’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 Q3	–	Sell	-45	Closed	-$7.19K	–	801
2023 Q2	$7.19K	Buy	+45	New	+$5.75K	﹤0.01%	592
2021 Q4	–	Sell	-200	Closed	-$38K	–	1041
2021 Q3	$38K	Hold	200	–	–	0.01%	428
2021 Q2	$29K	Buy	+200	New	+$29.3K	0.01%	481
2021 Q1	–	Sell	-350	Closed	-$41K	–	1037
2020 Q4	$41K	Buy	350 +250	+250%	+$24.1K	0.01%	392
2020 Q3	$7K	Buy	+100	New	+$6.5K	﹤0.01%	649
2016 Q2	–	Sell	-1,000	Closed	-$22K	–	916
2016 Q1	$22K	Hold	1,000	–	–	0.02%	370
2015 Q4	$18K	Buy	1,000 +500	+100%	+$10K	0.01%	468
2015 Q3	$10K	Hold	500	–	–	0.01%	483
2015 Q2	$18K	Hold	500	–	–	0.01%	433
2015 Q1	$18K	Hold	500	–	–	0.01%	420
2014 Q4	$17K	Buy	+500	New	+$20.9K	0.01%	431

Other funds holding GTLS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Plante Moran Financial Advisors's GTLS Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Chart Industries (GTLS) in Q3 2023, closing a stake of 45 shares — an estimated $7.19K sold.

Plante Moran Financial Advisors first reported a position in GTLS in Q4 2014 and held it in 11 quarters. The position peaked at $41K in Q4 2020. 434 funds tracked by Wall St. Rank hold GTLS as of Q3 2023.

Plante Moran Financial Advisors reported no remaining Chart Industries position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 45 Chart Industries shares in Q3 2023, an estimated $7.19K.
Plante Moran Financial Advisors first reported a position in Chart Industries in Q4 2014 and held it in 11 quarters.
Plante Moran Financial Advisors's Chart Industries position peaked at $41K in Q4 2020.
434 funds tracked by Wall St. Rank held Chart Industries as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.