Sutton Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-264	Closed	-$31.2K	–	978
2022 Q4	$31.2K	Sell	264 -2	-0.8%	-$235	0.01%	539
2022 Q3	$30.7K	Buy	266 +6	+2%	+$777	0.01%	517
2022 Q2	$33.7K	Sell	260 -2	-0.8%	-$261	0.01%	501
2022 Q1	$36.1K	Sell	262 -1	-0.4%	-$135	0.01%	512
2021 Q4	$38.3K	Buy	263 +3	+1%	+$399	0.01%	498
2021 Q3	$31.2K	Hold	260	–	–	0.01%	541
2021 Q2	$31.3K	Hold	260	–	–	0.01%	558
2021 Q1	$30.2K	Buy	+260	New	+$28.1K	0.01%	550

Other funds holding CPK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sutton Wealth Advisors's CPK Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Chesapeake Utilities (CPK) in Q1 2023, closing a stake of 264 shares — an estimated $31.2K sold.

Sutton Wealth Advisors first reported a position in CPK in Q1 2021 and held it in 8 quarters. The position peaked at $38.3K in Q4 2021. 272 funds tracked by Wall St. Rank hold CPK as of Q1 2023.

Sutton Wealth Advisors reported no remaining Chesapeake Utilities position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 264 Chesapeake Utilities shares in Q1 2023, an estimated $31.2K.
Sutton Wealth Advisors first reported a position in Chesapeake Utilities in Q1 2021 and held it in 8 quarters.
Sutton Wealth Advisors's Chesapeake Utilities position peaked at $38.3K in Q4 2021.
272 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.