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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 $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