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Washington Trust Advisors’s Chesapeake Utilities CPK Stock Holding History

Washington Trust 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
2022
Q2 		– Sell
-1,012
Closed -$139K – 945
2022
Q1 		$139K Hold
1,012
– – 0.01% 290
2021
Q4 		$148K Buy
+1,012
New +$135K 0.01% 296

Other funds holding CPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Washington Trust Advisors's CPK Position: Q2 2022 in Review

Washington Trust Advisors sold out of Chesapeake Utilities (CPK) in Q2 2022, closing a stake of 1,012 shares — an estimated $139K sold.

Washington Trust Advisors first reported a position in CPK in Q4 2021 and held it in 2 quarters. The position peaked at $148K in Q4 2021. 261 funds tracked by Wall St. Rank hold CPK as of Q2 2022.

  • Washington Trust Advisors reported no remaining Chesapeake Utilities position as of Q2 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 1,012 Chesapeake Utilities shares in Q2 2022, an estimated $139K.
  • Washington Trust Advisors first reported a position in Chesapeake Utilities in Q4 2021 and held it in 2 quarters.
  • Washington Trust Advisors's Chesapeake Utilities position peaked at $148K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2022.

Based on Washington Trust Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.