Beaumont Financial Advisors’s Exelon EXC Stock Holding History

Beaumont Financial 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
2022 Q1	–	Sell	-5,114	Closed	-$211K	–	363
2021 Q4	$211K	Buy	+5,114	New	+$193K	0.02%	338
2020 Q1	–	Sell	-7,505	Closed	-$244K	–	248
2019 Q4	$244K	Buy	7,505 +953	+15%	+$30.9K	0.02%	250
2019 Q3	$226K	Buy	6,552 +422	+7%	+$14.2K	0.02%	248
2019 Q2	$210K	Buy	+6,130	New	+$216K	0.02%	236

Other funds holding EXC

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Beaumont Financial Advisors's EXC Position: Q1 2022 in Review

Beaumont Financial Advisors sold out of Exelon (EXC) in Q1 2022, closing a stake of 5,114 shares — an estimated $211K sold.

Beaumont Financial Advisors first reported a position in EXC in Q2 2019 and held it in 4 quarters. The position peaked at $244K in Q4 2019. 1,025 funds tracked by Wall St. Rank hold EXC as of Q1 2022.

Beaumont Financial Advisors reported no remaining Exelon position as of Q1 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 5,114 Exelon shares in Q1 2022, an estimated $211K.
Beaumont Financial Advisors first reported a position in Exelon in Q2 2019 and held it in 4 quarters.
Beaumont Financial Advisors's Exelon position peaked at $244K in Q4 2019.
1,025 funds tracked by Wall St. Rank held Exelon as of Q1 2022.

Based on Beaumont Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.