Berman Capital Advisors’s Exelon EXC Stock Holding History

Berman Capital 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 Q3	$169K	Buy	4,925 +1,555	+46%	+$53.1K	0.03%	299
2021 Q2	$106K	Buy	3,370 +1,674	+99%	+$53.9K	0.02%	369
2021 Q1	$52K	Buy	1,696 +18	+1%	+$541	0.01%	464
2020 Q4	$50K	Buy	1,678 +25	+2%	+$738	0.01%	408
2020 Q3	$41K	Sell	1,653 -1,046	-39%	-$27.7K	0.01%	398
2020 Q2	$68K	Buy	2,699 +665	+33%	+$17.7K	0.02%	277
2020 Q1	$52K	Buy	2,034 +898	+79%	+$28.2K	0.02%	287
2019 Q4	$36K	Buy	1,136 +2	+0.2%	+$65	0.01%	389
2019 Q3	$39K	Sell	1,134 -3	-0.3%	-$101	0.01%	353
2019 Q2	$38K	Buy	1,137 +157	+16%	+$5.54K	0.01%	355
2019 Q1	$35K	Buy	980 +266	+37%	+$9.06K	0.01%	333
2018 Q4	$22K	Buy	+714	New	+$22.8K	0.01%	369

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

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

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

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

Berman Capital Advisors's EXC Position: Q3 2021 in Review

Berman Capital Advisors increased its Exelon (EXC) stake by 46% in Q3 2021, buying an estimated $53.1K and bringing the position to 4,925 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #299.

Berman Capital Advisors first reported a position in EXC in Q4 2018 and has held it in 12 quarters since. 934 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

Berman Capital Advisors held 4,925 shares of Exelon worth $169K as of Q3 2021.
Berman Capital Advisors bought 1,555 Exelon shares in Q3 2021, an estimated $53.1K.
Exelon made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #299 holding.
Berman Capital Advisors first reported a position in Exelon in Q4 2018 and has held it in 12 quarters since.
934 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.