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LaSalle St. Investment Advisors’s Chesapeake Utilities CPK Stock Holding History

LaSalle St. Investment Advisors’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
Q3 		– Sell
-6,693
Closed -$560K – 210
2024
Q2 		$560K Buy
+6,693
New +$717K 0.28% 61

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CCM
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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

LaSalle St. Investment Advisors's CPK Position: Q3 2024 in Review

LaSalle St. Investment Advisors sold out of Chesapeake Utilities (CPK) in Q3 2024, closing a stake of 6,693 shares — an estimated $560K sold.

LaSalle St. Investment Advisors first reported a position in CPK in Q2 2024 and held it in 1 quarter. The position peaked at $560K in Q2 2024. 295 funds tracked by Wall St. Rank hold CPK as of Q3 2024.

  • LaSalle St. Investment Advisors reported no remaining Chesapeake Utilities position as of Q3 2024 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 6,693 Chesapeake Utilities shares in Q3 2024, an estimated $560K.
  • LaSalle St. Investment Advisors first reported a position in Chesapeake Utilities in Q2 2024 and held it in 1 quarter.
  • LaSalle St. Investment Advisors's Chesapeake Utilities position peaked at $560K in Q2 2024.
  • 295 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2024.

Based on LaSalle St. Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.