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Braun-Bostich & Associates’s Chesapeake Utilities CPK Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-8,470
Closed -$1.14M – 84
2021
Q4 		$1.14M Buy
+8,470
New +$1.13M 0.27% 48

Other funds holding CPK

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Braun-Bostich & Associates's CPK Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Chesapeake Utilities (CPK) in Q1 2022, closing a stake of 8,470 shares — an estimated $1.14M sold.

Braun-Bostich & Associates first reported a position in CPK in Q4 2021 and held it in 1 quarter. The position peaked at $1.14M in Q4 2021. 254 funds tracked by Wall St. Rank hold CPK as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining Chesapeake Utilities position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 8,470 Chesapeake Utilities shares in Q1 2022, an estimated $1.14M.
  • Braun-Bostich & Associates first reported a position in Chesapeake Utilities in Q4 2021 and held it in 1 quarter.
  • Braun-Bostich & Associates's Chesapeake Utilities position peaked at $1.14M in Q4 2021.
  • 254 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.