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Key Financial Inc’s Chesapeake Utilities CPK Stock Holding History

Key Financial Inc’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
Q3 		– Sell
-32
Closed -$3.81K – 1358
2023
Q2 		$3.81K Buy
+32
New +$4.05K ﹤0.01% 1037

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

Key Financial Inc's CPK Position: Q3 2023 in Review

Key Financial Inc sold out of Chesapeake Utilities (CPK) in Q3 2023, closing a stake of 32 shares — an estimated $3.81K sold.

Key Financial Inc first reported a position in CPK in Q2 2023 and held it in 1 quarter. The position peaked at $3.81K in Q2 2023. 254 funds tracked by Wall St. Rank hold CPK as of Q3 2023.

  • Key Financial Inc reported no remaining Chesapeake Utilities position as of Q3 2023 after selling out during the quarter.
  • Key Financial Inc sold 32 Chesapeake Utilities shares in Q3 2023, an estimated $3.81K.
  • Key Financial Inc first reported a position in Chesapeake Utilities in Q2 2023 and held it in 1 quarter.
  • Key Financial Inc's Chesapeake Utilities position peaked at $3.81K in Q2 2023.
  • 254 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.