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Perigon Wealth Management’s Chesapeake Utilities CPK Stock Holding History

Perigon 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
Q1 		– Sell
-800
Closed -$87K – 601
2020
Q4 		$87K Buy
+800
New +$80.1K 0.01% 574

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Goldman Sachs
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BTW
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Perigon Wealth Management's CPK Position: Q1 2021 in Review

Perigon Wealth Management sold out of Chesapeake Utilities (CPK) in Q1 2021, closing a stake of 800 shares — an estimated $87K sold.

Perigon Wealth Management first reported a position in CPK in Q4 2020 and held it in 1 quarter. The position peaked at $87K in Q4 2020. 209 funds tracked by Wall St. Rank hold CPK as of Q1 2021.

  • Perigon Wealth Management reported no remaining Chesapeake Utilities position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 800 Chesapeake Utilities shares in Q1 2021, an estimated $87K.
  • Perigon Wealth Management first reported a position in Chesapeake Utilities in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Chesapeake Utilities position peaked at $87K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.