APWM
EXC icon

Atlas Private Wealth Management’s Exelon EXC Stock Holding History

Atlas Private 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
2020
Q4 		– Sell
-280
Closed -$7K – 380
2020
Q3 		$7K Hold
280
– – 0.01% 335
2020
Q2 		$7K Hold
280
– – 0.01% 360
2020
Q1 		$7K Hold
280
– – 0.01% 339
2019
Q4 		$9K Buy
+280
New +$9.06K 0.01% 353

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlas Private Wealth Management's EXC Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Exelon (EXC) in Q4 2020, closing a stake of 280 shares — an estimated $7K sold.

Atlas Private Wealth Management first reported a position in EXC in Q4 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 919 funds tracked by Wall St. Rank hold EXC as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining Exelon position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 280 Exelon shares in Q4 2020, an estimated $7K.
  • Atlas Private Wealth Management first reported a position in Exelon in Q4 2019 and held it in 4 quarters.
  • Atlas Private Wealth Management's Exelon position peaked at $9K in Q4 2019.
  • 919 funds tracked by Wall St. Rank held Exelon as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.