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Better Money Decisions’s Chesapeake Utilities CPK Stock Holding History

Better Money Decisions’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
2021
Q3 		– Sell
-81
Closed -$10K – 639
2021
Q2 		$10K Hold
81
– – 0.01% 377
2021
Q1 		$9K Buy
+81
New +$8.74K 0.01% 353

Other funds holding CPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Better Money Decisions's CPK Position: Q3 2021 in Review

Better Money Decisions sold out of Chesapeake Utilities (CPK) in Q3 2021, closing a stake of 81 shares — an estimated $10K sold.

Better Money Decisions first reported a position in CPK in Q1 2021 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 209 funds tracked by Wall St. Rank hold CPK as of Q3 2021.

  • Better Money Decisions reported no remaining Chesapeake Utilities position as of Q3 2021 after selling out during the quarter.
  • Better Money Decisions sold 81 Chesapeake Utilities shares in Q3 2021, an estimated $10K.
  • Better Money Decisions first reported a position in Chesapeake Utilities in Q1 2021 and held it in 2 quarters.
  • Better Money Decisions's Chesapeake Utilities position peaked at $10K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2021.

Based on Better Money Decisions's 13F filing for Q3 2021, filed 28 Oct 2021.