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Aevitas Wealth Management’s Exelon EXC Stock Holding History

Aevitas Wealth Management’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
2018
Q4 		– Sell
-701
Closed -$22K – 417
2018
Q3 		$22K Hold
701
– – 0.02% 281
2018
Q2 		$21K Buy
+701
New +$20.1K 0.02% 271

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Aevitas Wealth Management's EXC Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Exelon (EXC) in Q4 2018, closing a stake of 701 shares — an estimated $22K sold.

Aevitas Wealth Management first reported a position in EXC in Q2 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 978 funds tracked by Wall St. Rank hold EXC as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Exelon position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 701 Exelon shares in Q4 2018, an estimated $22K.
  • Aevitas Wealth Management first reported a position in Exelon in Q2 2018 and held it in 2 quarters.
  • Aevitas Wealth Management's Exelon position peaked at $22K in Q3 2018.
  • 978 funds tracked by Wall St. Rank held Exelon as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.