TWP
GTLS

TFO Wealth Partners’s Chart Industries GTLS Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-2
Closed -$273 – 861
2023
Q4 		$273 Hold
2
– – ﹤0.01% 543
2023
Q3 		$320 Buy
+2
New +$336 ﹤0.01% 629

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's GTLS Position: Q1 2024 in Review

TFO Wealth Partners sold out of Chart Industries (GTLS) in Q1 2024, closing a stake of 2 shares — an estimated $273 sold.

TFO Wealth Partners first reported a position in GTLS in Q3 2023 and held it in 2 quarters. The position peaked at $320 in Q3 2023. 449 funds tracked by Wall St. Rank hold GTLS as of Q1 2024.

  • TFO Wealth Partners reported no remaining Chart Industries position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Chart Industries shares in Q1 2024, an estimated $273.
  • TFO Wealth Partners first reported a position in Chart Industries in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Chart Industries position peaked at $320 in Q3 2023.
  • 449 funds tracked by Wall St. Rank held Chart Industries as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.