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Crewe Advisors’s Chesapeake Utilities CPK Stock Holding History

Crewe 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
2023
Q2 		– Sell
-145
Closed -$18.6K – 905
2023
Q1 		$18.6K Hold
145
– – ﹤0.01% 447
2022
Q4 		$17.1K Hold
145
– – ﹤0.01% 448
2022
Q3 		$17K Hold
145
– – ﹤0.01% 503
2022
Q2 		$19K Buy
+145
New +$18.9K ﹤0.01% 429

Other funds holding CPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Crewe Advisors's CPK Position: Q2 2023 in Review

Crewe Advisors sold out of Chesapeake Utilities (CPK) in Q2 2023, closing a stake of 145 shares — an estimated $18.6K sold.

Crewe Advisors first reported a position in CPK in Q2 2022 and held it in 4 quarters. The position peaked at $19K in Q2 2022. 259 funds tracked by Wall St. Rank hold CPK as of Q2 2023.

  • Crewe Advisors reported no remaining Chesapeake Utilities position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 145 Chesapeake Utilities shares in Q2 2023, an estimated $18.6K.
  • Crewe Advisors first reported a position in Chesapeake Utilities in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Chesapeake Utilities position peaked at $19K in Q2 2022.
  • 259 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.