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GPS Wealth Strategies Group’s Chesapeake Utilities CPK Stock Holding History

GPS Wealth Strategies Group’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
-110
Closed -$14.1K – 1259
2023
Q1 		$14.1K Buy
+110
New +$13.7K ﹤0.01% 770
2022
Q4 		– Sell
-110
Closed -$13K – 314
2022
Q3 		$13K Hold
110
– – ﹤0.01% 705
2022
Q2 		$14K Hold
110
– – ﹤0.01% 693
2022
Q1 		$15K Hold
110
– – ﹤0.01% 640
2021
Q4 		$16K Hold
110
– – ﹤0.01% 632
2021
Q3 		$13K Hold
110
– – ﹤0.01% 656
2021
Q2 		$13K Hold
110
– – ﹤0.01% 683
2021
Q1 		$12K Buy
+110
New +$11.9K ﹤0.01% 633

Other funds holding CPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GPS Wealth Strategies Group's CPK Position: Q2 2023 in Review

GPS Wealth Strategies Group sold out of Chesapeake Utilities (CPK) in Q2 2023, closing a stake of 110 shares — an estimated $14.1K sold.

GPS Wealth Strategies Group first reported a position in CPK in Q1 2021 and held it in 8 quarters. The position peaked at $16K in Q4 2021. 259 funds tracked by Wall St. Rank hold CPK as of Q2 2023.

  • GPS Wealth Strategies Group reported no remaining Chesapeake Utilities position as of Q2 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 110 Chesapeake Utilities shares in Q2 2023, an estimated $14.1K.
  • GPS Wealth Strategies Group first reported a position in Chesapeake Utilities in Q1 2021 and held it in 8 quarters.
  • GPS Wealth Strategies Group's Chesapeake Utilities position peaked at $16K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2023, filed 17 Jul 2023.