Cetera Advisor Networks’s Chesapeake Utilities CPK Stock Holding History

Cetera Advisor Networks’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
2023 Q2	–	Sell	-1,835	Closed	-$235K	–	2623
2023 Q1	$235K	Buy	1,835 +16	+0.9%	+$1.99K	﹤0.01%	2215
2022 Q4	$215K	Buy	+1,819	New	+$214K	﹤0.01%	2219
2020 Q3	–	Sell	-323	Closed	-$27K	–	1553
2020 Q2	$27K	Buy	+323	New	+$28.1K	﹤0.01%	2234

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisor Networks's CPK Position: Q2 2023 in Review

Cetera Advisor Networks sold out of Chesapeake Utilities (CPK) in Q2 2023, closing a stake of 1,835 shares — an estimated $235K sold.

Cetera Advisor Networks first reported a position in CPK in Q2 2020 and held it in 3 quarters. The position peaked at $235K in Q1 2023. 259 funds tracked by Wall St. Rank hold CPK as of Q2 2023.

Cetera Advisor Networks reported no remaining Chesapeake Utilities position as of Q2 2023 after selling out during the quarter.
Cetera Advisor Networks sold 1,835 Chesapeake Utilities shares in Q2 2023, an estimated $235K.
Cetera Advisor Networks first reported a position in Chesapeake Utilities in Q2 2020 and held it in 3 quarters.
Cetera Advisor Networks's Chesapeake Utilities position peaked at $235K in Q1 2023.
259 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2023.

Based on Cetera Advisor Networks's 13F filing for Q2 2023, filed 10 Aug 2023.