B&D White Capital Company’s Exelon EXC Stock Holding History

B&D White Capital Company’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 Q1	–	Sell	-154	Closed	-$4K	–	57
2020 Q4	$4K	Buy	+154	New	+$4.54K	﹤0.01%	75

Other funds holding EXC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

B&D White Capital Company's EXC Position: Q1 2021 in Review

B&D White Capital Company sold out of Exelon (EXC) in Q1 2021, closing a stake of 154 shares — an estimated $4K sold.

B&D White Capital Company first reported a position in EXC in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 922 funds tracked by Wall St. Rank hold EXC as of Q1 2021.

B&D White Capital Company reported no remaining Exelon position as of Q1 2021 after selling out during the quarter.
B&D White Capital Company sold 154 Exelon shares in Q1 2021, an estimated $4K.
B&D White Capital Company first reported a position in Exelon in Q4 2020 and held it in 1 quarter.
B&D White Capital Company's Exelon position peaked at $4K in Q4 2020.
922 funds tracked by Wall St. Rank held Exelon as of Q1 2021.

Based on B&D White Capital Company's 13F filing for Q1 2021, filed 12 May 2021.