CPC
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Consolidated Planning Corp’s Chesapeake Utilities CPK Stock Holding History

Consolidated Planning Corp’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
-9
Closed -$1K – 141
2021
Q3 		$1K Buy
+9
New +$1.13K ﹤0.01% 428

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Geode Capital Management
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CCM
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Consolidated Planning Corp's CPK Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Chesapeake Utilities (CPK) in Q4 2021, closing a stake of 9 shares — an estimated $1K sold.

Consolidated Planning Corp first reported a position in CPK in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 248 funds tracked by Wall St. Rank hold CPK as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Chesapeake Utilities position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 9 Chesapeake Utilities shares in Q4 2021, an estimated $1K.
  • Consolidated Planning Corp first reported a position in Chesapeake Utilities in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Chesapeake Utilities position peaked at $1K in Q3 2021.
  • 248 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.