West Tower Group’s Chesapeake Utilities CPK Stock Holding History

West Tower Group’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 Q3	–	Sell	-72	Closed	-$8.57K	–	643
2023 Q2	$8.57K	Buy	+72	New	+$9.11K	0.01%	450

Other funds holding CPK

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Tower Group's CPK Position: Q3 2023 in Review

West Tower Group sold out of Chesapeake Utilities (CPK) in Q3 2023, closing a stake of 72 shares — an estimated $8.57K sold.

West Tower Group first reported a position in CPK in Q2 2023 and held it in 1 quarter. The position peaked at $8.57K in Q2 2023. 254 funds tracked by Wall St. Rank hold CPK as of Q3 2023.

West Tower Group reported no remaining Chesapeake Utilities position as of Q3 2023 after selling out during the quarter.
West Tower Group sold 72 Chesapeake Utilities shares in Q3 2023, an estimated $8.57K.
West Tower Group first reported a position in Chesapeake Utilities in Q2 2023 and held it in 1 quarter.
West Tower Group's Chesapeake Utilities position peaked at $8.57K in Q2 2023.
254 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2023.

Based on West Tower Group's 13F filing for Q3 2023, filed 14 Nov 2023.