180 Wealth Advisors’s Exelon EXC Stock Holding History

180 Wealth Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-12,437	Closed	-$349K	–	275
2020 Q2	$349K	Buy	+12,437	New	+$330K	0.14%	154
2019 Q4	–	Sell	-12,704	Closed	-$430K	–	269
2019 Q3	$430K	Sell	12,704 -164	-1%	-$5.51K	0.19%	145
2019 Q2	$407K	Sell	12,868 -504	-4%	-$17.8K	0.18%	143
2019 Q1	$468K	Sell	13,372 -2,354	-15%	-$80.2K	0.21%	128
2018 Q4	$490K	Sell	15,726 -641	-4%	-$20.5K	0.23%	131
2018 Q3	$510K	Sell	16,367 -1,043	-6%	-$32.1K	0.24%	129
2018 Q2	$529K	Buy	+17,410	New	+$498K	0.26%	119

Other funds holding EXC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

180 Wealth Advisors's EXC Position: Q3 2020 in Review

180 Wealth Advisors sold out of Exelon (EXC) in Q3 2020, closing a stake of 12,437 shares — an estimated $349K sold.

180 Wealth Advisors first reported a position in EXC in Q2 2018 and held it in 7 quarters. The position peaked at $529K in Q2 2018. 855 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

180 Wealth Advisors reported no remaining Exelon position as of Q3 2020 after selling out during the quarter.
180 Wealth Advisors sold 12,437 Exelon shares in Q3 2020, an estimated $349K.
180 Wealth Advisors first reported a position in Exelon in Q2 2018 and held it in 7 quarters.
180 Wealth Advisors's Exelon position peaked at $529K in Q2 2018.
855 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on 180 Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.