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Financial Gravity Companies’s Chesapeake Utilities CPK Stock Holding History

Financial Gravity Companies’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
2024
Q4 		– Sell
-16
Closed -$1.99K – 983
2024
Q3 		$1.99K Buy
+16
New +$1.87K ﹤0.01% 511
2018
Q4 		$4K Buy
+42
New +$3.51K ﹤0.01% 755
2018
Q1 		$5K Buy
65
+10
+18% +$712 0.01% 724
2017
Q4 		$4K Buy
+55
New +$4.44K ﹤0.01% 757

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's CPK Position: Q4 2024 in Review

Financial Gravity Companies sold out of Chesapeake Utilities (CPK) in Q4 2024, closing a stake of 16 shares — an estimated $1.99K sold.

Financial Gravity Companies first reported a position in CPK in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q1 2018. 300 funds tracked by Wall St. Rank hold CPK as of Q4 2024.

  • Financial Gravity Companies reported no remaining Chesapeake Utilities position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 16 Chesapeake Utilities shares in Q4 2024, an estimated $1.99K.
  • Financial Gravity Companies first reported a position in Chesapeake Utilities in Q4 2017 and held it in 4 quarters.
  • Financial Gravity Companies's Chesapeake Utilities position peaked at $5K in Q1 2018.
  • 300 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.