VFA
GTLS

Valeo Financial Advisors’s Chart Industries GTLS Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-215
Closed -$31K – 1048
2021
Q1 		$31K Buy
+215
New +$30.4K ﹤0.01% 1025
2020
Q1 		– Sell
-75
Closed -$5K – 1839
2019
Q4 		$5K Hold
75
– – ﹤0.01% 1279
2019
Q3 		$5K Hold
75
– – ﹤0.01% 1196
2019
Q2 		$6K Hold
75
– – ﹤0.01% 1151
2019
Q1 		$7K Hold
75
– – ﹤0.01% 1054
2018
Q4 		$5K Hold
75
– – ﹤0.01% 1078
2018
Q3 		$5K Sell
75
-15
-17% -$1.11K ﹤0.01% 1190
2018
Q2 		$7K Hold
90
– – ﹤0.01% 1042
2018
Q1 		$5K Buy
+90
New +$4.84K ﹤0.01% 1130

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

Valeo Financial Advisors's GTLS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Chart Industries (GTLS) in Q2 2021, closing a stake of 215 shares — an estimated $31K sold.

Valeo Financial Advisors first reported a position in GTLS in Q1 2018 and held it in 9 quarters. The position peaked at $31K in Q1 2021. 304 funds tracked by Wall St. Rank hold GTLS as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Chart Industries position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 215 Chart Industries shares in Q2 2021, an estimated $31K.
  • Valeo Financial Advisors first reported a position in Chart Industries in Q1 2018 and held it in 9 quarters.
  • Valeo Financial Advisors's Chart Industries position peaked at $31K in Q1 2021.
  • 304 funds tracked by Wall St. Rank held Chart Industries as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.