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Liberty Wealth Management’s Chesapeake Utilities CPK Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-114
Closed -$15K – 347
2021
Q3 		$15K Buy
114
+58
+104% +$7.27K 0.01% 714
2021
Q2 		$7K Sell
56
-2
-3% -$237 ﹤0.01% 722
2021
Q1 		$5K Hold
58
– – ﹤0.01% 695
2020
Q4 		$5K Hold
58
– – ﹤0.01% 689
2020
Q3 		$5K Buy
58
+1
+2% +$83 ﹤0.01% 614
2020
Q2 		$5K Hold
57
– – ﹤0.01% 592
2020
Q1 		$5K Sell
57
-5
-8% -$464 ﹤0.01% 565
2019
Q4 		$6K Buy
+62
New +$5.76K ﹤0.01% 635

Other funds holding CPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Liberty Wealth Management's CPK Position: Q4 2021 in Review

Liberty Wealth Management sold out of Chesapeake Utilities (CPK) in Q4 2021, closing a stake of 114 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in CPK in Q4 2019 and held it in 8 quarters. The position peaked at $15K in Q3 2021. 247 funds tracked by Wall St. Rank hold CPK as of Q4 2021.

  • Liberty Wealth Management reported no remaining Chesapeake Utilities position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 114 Chesapeake Utilities shares in Q4 2021, an estimated $15K.
  • Liberty Wealth Management first reported a position in Chesapeake Utilities in Q4 2019 and held it in 8 quarters.
  • Liberty Wealth Management's Chesapeake Utilities position peaked at $15K in Q3 2021.
  • 247 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.