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CLA (CliftonLarsonAllen) Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-3,687
Closed -$443K – 195
2021
Q3 		$443K Hold
3,687
– – 0.02% 240
2021
Q2 		$444K Buy
+3,687
New +$436K 0.02% 241

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 $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

CLA (CliftonLarsonAllen) Wealth Advisors's CPK Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Chesapeake Utilities (CPK) in Q4 2021, closing a stake of 3,687 shares — an estimated $443K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CPK in Q2 2021 and held it in 2 quarters. The position peaked at $444K in Q2 2021. 247 funds tracked by Wall St. Rank hold CPK as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Chesapeake Utilities position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 3,687 Chesapeake Utilities shares in Q4 2021, an estimated $443K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Chesapeake Utilities in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Chesapeake Utilities position peaked at $444K in Q2 2021.
  • 247 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.