WealthPLAN Partners’s Chart Industries GTLS Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-68	Closed	-$8.53K	–	1321
2023 Q1	$8.53K	Buy	+68	New	+$8.75K	﹤0.01%	900

Other funds holding GTLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthPLAN Partners's GTLS Position: Q2 2023 in Review

WealthPLAN Partners sold out of Chart Industries (GTLS) in Q2 2023, closing a stake of 68 shares — an estimated $8.53K sold.

WealthPLAN Partners first reported a position in GTLS in Q1 2023 and held it in 1 quarter. The position peaked at $8.53K in Q1 2023. 399 funds tracked by Wall St. Rank hold GTLS as of Q2 2023.

WealthPLAN Partners reported no remaining Chart Industries position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 68 Chart Industries shares in Q2 2023, an estimated $8.53K.
WealthPLAN Partners first reported a position in Chart Industries in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Chart Industries position peaked at $8.53K in Q1 2023.
399 funds tracked by Wall St. Rank held Chart Industries as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.