Atlas Private Wealth Advisors’s Exelon EXC Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-522	Closed	-$18K	–	334
2021 Q3	$18K	Sell	522 -64	-11%	-$2.19K	0.01%	367
2021 Q2	$19K	Buy	586 +73	+14%	+$2.35K	0.01%	371
2021 Q1	$16K	Buy	513 +4	+0.8%	+$120	0.01%	419
2020 Q4	$15K	Buy	509 +482	+1,785%	+$14.2K	0.01%	376
2020 Q3	$1K	Sell	27 -126	-82%	-$3.34K	﹤0.01%	623
2020 Q2	$4K	Buy	+153	New	+$4.06K	﹤0.01%	524

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

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

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

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

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

Atlas Private Wealth Advisors's EXC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Exelon (EXC) in Q4 2021, closing a stake of 522 shares — an estimated $18K sold.

Atlas Private Wealth Advisors first reported a position in EXC in Q2 2020 and held it in 6 quarters. The position peaked at $19K in Q2 2021. 1,069 funds tracked by Wall St. Rank hold EXC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Exelon position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 522 Exelon shares in Q4 2021, an estimated $18K.
Atlas Private Wealth Advisors first reported a position in Exelon in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Exelon position peaked at $19K in Q2 2021.
1,069 funds tracked by Wall St. Rank held Exelon as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.