Wipfli Financial Advisors’s Chesapeake Utilities CPK Stock Holding History

Wipfli Financial 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 Q3	$88K	Buy	+757	New	+$98K	0.01%	786

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Wipfli Financial Advisors's CPK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Chesapeake Utilities (CPK) in Q3 2022: 757 shares worth $88K. The stake represents 0.01% of the portfolio and ranks #786 among its holdings.

255 funds tracked by Wall St. Rank hold CPK as of Q3 2022.

Wipfli Financial Advisors held 757 shares of Chesapeake Utilities worth $88K as of Q3 2022.
Chesapeake Utilities was a new Wipfli Financial Advisors position in Q3 2022.
Chesapeake Utilities made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #786 holding.
255 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.