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American Institute for Advanced Investment Management’s Exelon EXC Stock Holding History

American Institute for Advanced Investment 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
2022
Q1 		– Sell
-4,868
Closed -$201K – 126
2021
Q4 		$201K Buy
+4,868
New +$183K 0.14% 121

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Institute for Advanced Investment Management's EXC Position: Q1 2022 in Review

American Institute for Advanced Investment Management sold out of Exelon (EXC) in Q1 2022, closing a stake of 4,868 shares — an estimated $201K sold.

American Institute for Advanced Investment Management first reported a position in EXC in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold EXC as of Q1 2022.

  • American Institute for Advanced Investment Management reported no remaining Exelon position as of Q1 2022 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 4,868 Exelon shares in Q1 2022, an estimated $201K.
  • American Institute for Advanced Investment Management first reported a position in Exelon in Q4 2021 and held it in 1 quarter.
  • American Institute for Advanced Investment Management's Exelon position peaked at $201K in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Exelon as of Q1 2022.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2022, filed 20 Apr 2022.