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Founders Financial Alliance’s Chesapeake Utilities CPK Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-700
Closed -$59K – 592
2020
Q3 		$59K Buy
+700
New +$57.8K 0.04% 345

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BTW
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Founders Financial Alliance's CPK Position: Q4 2020 in Review

Founders Financial Alliance sold out of Chesapeake Utilities (CPK) in Q4 2020, closing a stake of 700 shares — an estimated $59K sold.

Founders Financial Alliance first reported a position in CPK in Q3 2020 and held it in 1 quarter. The position peaked at $59K in Q3 2020. 199 funds tracked by Wall St. Rank hold CPK as of Q4 2020.

  • Founders Financial Alliance reported no remaining Chesapeake Utilities position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 700 Chesapeake Utilities shares in Q4 2020, an estimated $59K.
  • Founders Financial Alliance first reported a position in Chesapeake Utilities in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Chesapeake Utilities position peaked at $59K in Q3 2020.
  • 199 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.