TWM
GTLS.PRB

Tradition Wealth Management’s Chart Industries 6.75% Series B Preferred Stock GTLS.PRB Stock Holding History

Tradition Wealth Management’s Portfolio GTLS.PRB Stock Details GTLS.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-41
Closed -$3K – 1311
2023
Q3 		$3K Hold
41
– – ﹤0.01% 1303
2023
Q2 		$3K Buy
+41
New +$2.21K ﹤0.01% 1333

Other funds holding GTLS.PRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Tradition Wealth Management's GTLS.PRB Position: Q4 2023 in Review

Tradition Wealth Management sold out of Chart Industries 6.75% Series B Preferred Stock (GTLS.PRB) in Q4 2023, closing a stake of 41 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in GTLS.PRB in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 39 funds tracked by Wall St. Rank hold GTLS.PRB as of Q4 2023.

  • Tradition Wealth Management reported no remaining Chart Industries 6.75% Series B Preferred Stock position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 41 Chart Industries 6.75% Series B Preferred Stock shares in Q4 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in Chart Industries 6.75% Series B Preferred Stock in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Chart Industries 6.75% Series B Preferred Stock position peaked at $3K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held Chart Industries 6.75% Series B Preferred Stock as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.