TWA
GTLS

TCI Wealth Advisors’s Chart Industries GTLS Stock Holding History

TCI 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
2023
Q2 		– Sell
-123
Closed -$15.4K – 1040
2023
Q1 		$15.4K Buy
123
+37
+43% +$4.76K ﹤0.01% 840
2022
Q4 		$9.91K Sell
86
-31
-26% -$4.98K ﹤0.01% 1072
2022
Q3 		$22K Buy
117
+3
+3% +$556 ﹤0.01% 614
2022
Q2 		$19K Hold
114
– – ﹤0.01% 656
2022
Q1 		$19K Sell
114
-37
-25% -$5.2K ﹤0.01% 718
2021
Q4 		$24K Sell
151
-16
-10% -$2.83K ﹤0.01% 630
2021
Q3 		$32K Buy
167
+43
+35% +$7.41K ﹤0.01% 527
2021
Q2 		$18K Buy
124
+45
+57% +$6.6K ﹤0.01% 649
2021
Q1 		$11K Buy
79
+36
+84% +$5.08K ﹤0.01% 807
2020
Q4 		$5K Hold
43
– – ﹤0.01% 870
2020
Q3 		$3K Hold
43
– – ﹤0.01% 948
2020
Q2 		$2K Hold
43
– – ﹤0.01% 1059
2020
Q1 		$1K Buy
+43
New +$2.33K ﹤0.01% 1248
2019
Q4 		– Sell
-11
Closed -$1K – 1595
2019
Q3 		$1K Hold
11
– – ﹤0.01% 1291
2019
Q2 		$1K Hold
11
– – ﹤0.01% 1206
2019
Q1 		$1K Hold
11
– – ﹤0.01% 1223
2018
Q4 		$1K Buy
+11
New +$726 ﹤0.01% 1215

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's GTLS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Chart Industries (GTLS) in Q2 2023, closing a stake of 123 shares — an estimated $15.4K sold.

TCI Wealth Advisors first reported a position in GTLS in Q4 2018 and held it in 17 quarters. The position peaked at $32K in Q3 2021. 399 funds tracked by Wall St. Rank hold GTLS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Chart Industries position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 123 Chart Industries shares in Q2 2023, an estimated $15.4K.
  • TCI Wealth Advisors first reported a position in Chart Industries in Q4 2018 and held it in 17 quarters.
  • TCI Wealth Advisors's Chart Industries position peaked at $32K in Q3 2021.
  • 399 funds tracked by Wall St. Rank held Chart Industries as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.