Acima Private Wealth’s Exelon EXC Stock Holding History

Acima Private Wealth’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
2021 Q3	–	Sell	-184	Closed	-$6K	–	234
2021 Q2	$6K	Hold	184	–	–	﹤0.01%	214
2021 Q1	$6K	Hold	184	–	–	﹤0.01%	212
2020 Q4	$6K	Hold	184	–	–	﹤0.01%	212
2020 Q3	$5K	Hold	184	–	–	﹤0.01%	202
2020 Q2	$5K	Hold	184	–	–	﹤0.01%	224
2020 Q1	$5K	Hold	184	–	–	﹤0.01%	237
2019 Q4	$6K	Hold	184	–	–	﹤0.01%	257
2019 Q3	$6K	Hold	184	–	–	﹤0.01%	237
2019 Q2	$6K	Hold	184	–	–	﹤0.01%	215
2019 Q1	$7K	Hold	184	–	–	0.01%	213
2018 Q4	$6K	Buy	+184	New	+$5.88K	0.01%	224

Other funds holding EXC

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acima Private Wealth's EXC Position: Q3 2021 in Review

Acima Private Wealth sold out of Exelon (EXC) in Q3 2021, closing a stake of 184 shares — an estimated $6K sold.

Acima Private Wealth first reported a position in EXC in Q4 2018 and held it in 11 quarters. The position peaked at $7K in Q1 2019. 933 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

Acima Private Wealth reported no remaining Exelon position as of Q3 2021 after selling out during the quarter.
Acima Private Wealth sold 184 Exelon shares in Q3 2021, an estimated $6K.
Acima Private Wealth first reported a position in Exelon in Q4 2018 and held it in 11 quarters.
Acima Private Wealth's Exelon position peaked at $7K in Q1 2019.
933 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Acima Private Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.