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Dixon Hughes Goodman Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$425K Hold
3,085
– – 0.12% 109
2021
Q4 		$450K Buy
+3,085
New +$410K 0.15% 85

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Geode Capital Management
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CCM
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Dixon Hughes Goodman Wealth Advisors's CPK Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Chesapeake Utilities (CPK) position steady in Q1 2022 at 3,085 shares worth $425K. The position accounts for 0.12% of the portfolio, ranked #109.

Dixon Hughes Goodman Wealth Advisors first reported a position in CPK in Q4 2021 and has held it in 2 quarters since. The position peaked at $450K in Q4 2021. 254 funds tracked by Wall St. Rank hold CPK as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 3,085 shares of Chesapeake Utilities worth $425K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Chesapeake Utilities share count unchanged in Q1 2022.
  • Chesapeake Utilities made up 0.12% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #109 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Chesapeake Utilities in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Chesapeake Utilities position peaked at $450K in Q4 2021.
  • 254 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.