tru Independence’s Chesapeake Utilities CPK Stock Holding History

tru Independence’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	-383	Closed	-$41	–	373
2020 Q4	$41	Buy	+383	New	+$38.4K	﹤0.01%	496

Other funds holding CPK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

tru Independence's CPK Position: Q1 2021 in Review

tru Independence sold out of Chesapeake Utilities (CPK) in Q1 2021, closing a stake of 383 shares — an estimated $41 sold.

tru Independence first reported a position in CPK in Q4 2020 and held it in 1 quarter. The position peaked at $41 in Q4 2020. 209 funds tracked by Wall St. Rank hold CPK as of Q1 2021.

tru Independence reported no remaining Chesapeake Utilities position as of Q1 2021 after selling out during the quarter.
tru Independence sold 383 Chesapeake Utilities shares in Q1 2021, an estimated $41.
tru Independence first reported a position in Chesapeake Utilities in Q4 2020 and held it in 1 quarter.
tru Independence's Chesapeake Utilities position peaked at $41 in Q4 2020.
209 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.