SWA
GTLS

Sutton Wealth Advisors’s Chart Industries GTLS Stock Holding History

Sutton Wealth 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
2022
Q4 		– Sell
-2
Closed -$369 – 1678
2022
Q3 		$369 Hold
2
– – ﹤0.01% 1504
2022
Q2 		$335 Sell
2
-801
-100% -$137K ﹤0.01% 1528
2022
Q1 		$138K Buy
803
+8
+1% +$1.12K 0.05% 211
2021
Q4 		$127K Buy
795
+8
+1% +$1.41K 0.04% 228
2021
Q3 		$150K Sell
787
-41
-5% -$7.06K 0.06% 202
2021
Q2 		$121K Hold
828
– – 0.04% 226
2021
Q1 		$118K Sell
828
-71
-8% -$10K 0.05% 221
2020
Q4 		$106K Sell
899
-44
-5% -$4.25K 0.04% 221
2020
Q3 		$66.3K Sell
943
-66
-7% -$4.29K 0.03% 255
2020
Q2 		$48.9K Hold
1,009
– – 0.03% 303
2020
Q1 		$29.2K Buy
1,009
+110
+12% +$5.97K 0.02% 376
2019
Q4 		$60.7K Hold
899
– – 0.03% 273
2019
Q3 		$56.1K Hold
899
– – 0.03% 276
2019
Q2 		$69.1K Hold
899
– – 0.04% 241
2019
Q1 		$81.4K Hold
899
– – 0.05% 231
2018
Q4 		$58.5K Hold
899
– – 0.04% 253
2018
Q3 		$70.4K Sell
899
-52
-5% -$3.85K 0.05% 233
2018
Q2 		$58.7K Sell
951
-17
-2% -$1.07K 0.04% 250
2018
Q1 		$57.1K Sell
968
-99
-9% -$5.33K 0.04% 250
2017
Q4 		$50K Sell
1,067
-11
-1% -$491 0.04% 273
2017
Q3 		$42.3K Hold
1,078
– – 0.03% 308
2017
Q2 		$37.4K Hold
1,078
– – 0.03% 321
2017
Q1 		$37.7K Hold
1,078
– – 0.03% 314
2016
Q4 		$38.8K Sell
1,078
-24
-2% -$818 0.03% 309
2016
Q3 		$36.2K Hold
1,102
– – 0.03% 311
2016
Q2 		$26.6K Hold
1,102
– – 0.03% 372
2016
Q1 		$23.9K Buy
+1,102
New +$19.7K 0.02% 390

Other funds holding GTLS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sutton Wealth Advisors's GTLS Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Chart Industries (GTLS) in Q4 2022, closing a stake of 2 shares — an estimated $369 sold.

Sutton Wealth Advisors first reported a position in GTLS in Q1 2016 and held it in 27 quarters. The position peaked at $150K in Q3 2021. 399 funds tracked by Wall St. Rank hold GTLS as of Q4 2022.

  • Sutton Wealth Advisors reported no remaining Chart Industries position as of Q4 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2 Chart Industries shares in Q4 2022, an estimated $369.
  • Sutton Wealth Advisors first reported a position in Chart Industries in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Chart Industries position peaked at $150K in Q3 2021.
  • 399 funds tracked by Wall St. Rank held Chart Industries as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.