Atlanta Financial Associates’s ExxonMobil XOM Stock Holding History

Atlanta Financial Associates’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-4,719	Closed	-$211K	–	71
2020 Q2	$211K	Buy	+4,719	New	+$212K	0.12%	62

Other funds holding XOM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atlanta Financial Associates's XOM Position: Q3 2020 in Review

Atlanta Financial Associates sold out of ExxonMobil (XOM) in Q3 2020, closing a stake of 4,719 shares — an estimated $211K sold.

Atlanta Financial Associates first reported a position in XOM in Q2 2020 and held it in 1 quarter. The position peaked at $211K in Q2 2020. 2,296 funds tracked by Wall St. Rank hold XOM as of Q3 2020.

Atlanta Financial Associates reported no remaining ExxonMobil position as of Q3 2020 after selling out during the quarter.
Atlanta Financial Associates sold 4,719 ExxonMobil shares in Q3 2020, an estimated $211K.
Atlanta Financial Associates first reported a position in ExxonMobil in Q2 2020 and held it in 1 quarter.
Atlanta Financial Associates's ExxonMobil position peaked at $211K in Q2 2020.
2,296 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.

Based on Atlanta Financial Associates's 13F filing for Q3 2020, filed 6 Nov 2020.