SFS
GTLS

Sowell Financial Services’s Chart Industries GTLS Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-82
Closed -$13K – 1437
2021
Q1 		$13K Sell
82
-114
-58% -$16.1K ﹤0.01% 2216
2020
Q4 		$23K Hold
196
– – ﹤0.01% 1674
2020
Q3 		$14K Hold
196
– – ﹤0.01% 1693
2020
Q2 		$10K Hold
196
– – ﹤0.01% 1692
2020
Q1 		$6K Sell
196
-117
-37% -$6.35K ﹤0.01% 1761
2019
Q4 		$21K Hold
313
– – ﹤0.01% 1419
2019
Q3 		$20K Buy
+313
New +$21.2K ﹤0.01% 1276

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sowell Financial Services's GTLS Position: Q2 2021 in Review

Sowell Financial Services sold out of Chart Industries (GTLS) in Q2 2021, closing a stake of 82 shares — an estimated $13K sold.

Sowell Financial Services first reported a position in GTLS in Q3 2019 and held it in 7 quarters. The position peaked at $23K in Q4 2020. 304 funds tracked by Wall St. Rank hold GTLS as of Q2 2021.

  • Sowell Financial Services reported no remaining Chart Industries position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 82 Chart Industries shares in Q2 2021, an estimated $13K.
  • Sowell Financial Services first reported a position in Chart Industries in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Chart Industries position peaked at $23K in Q4 2020.
  • 304 funds tracked by Wall St. Rank held Chart Industries as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.