American Portfolios Advisors’s Chesapeake Utilities CPK Stock Holding History

American Portfolios Advisors’s Portfolio CPK Stock Details CPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.39K	Hold	12	–	–	﹤0.01%	3212
2022 Q2	$1.55K	Hold	12	–	–	﹤0.01%	3187
2022 Q1	$1.65K	Hold	12	–	–	﹤0.01%	3270
2021 Q4	$1.75K	Sell	12 -18	-60%	-$2.39K	﹤0.01%	3208
2021 Q3	$3.6K	Hold	30	–	–	﹤0.01%	2972
2021 Q2	$3.61K	Buy	30 +18	+150%	+$2.13K	﹤0.01%	2955
2021 Q1	$1.39K	Hold	12	–	–	﹤0.01%	3074
2020 Q4	$1.3K	Buy	+12	New	+$1.2K	﹤0.01%	2790

Other funds holding CPK

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

American Portfolios Advisors's CPK Position: Q3 2022 in Review

American Portfolios Advisors held its Chesapeake Utilities (CPK) position steady in Q3 2022 at 12 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

American Portfolios Advisors first reported a position in CPK in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.61K in Q2 2021. 255 funds tracked by Wall St. Rank hold CPK as of Q3 2022.

American Portfolios Advisors held 12 shares of Chesapeake Utilities worth $1.39K as of Q3 2022.
American Portfolios Advisors left its Chesapeake Utilities share count unchanged in Q3 2022.
Chesapeake Utilities made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3212 holding.
American Portfolios Advisors first reported a position in Chesapeake Utilities in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's Chesapeake Utilities position peaked at $3.61K in Q2 2021.
255 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.