Boit C.F. David’s Exelon EXC Stock Holding History

Boit C.F. David’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	-1,682	Closed	-$69K	–	114
2021 Q4	$69K	Hold	1,682	–	–	0.04%	95
2021 Q3	$57K	Hold	1,682	–	–	0.04%	101
2021 Q2	$53K	Buy	+1,682	New	+$54.1K	0.04%	90

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

Boit C.F. David's EXC Position: Q1 2022 in Review

Boit C.F. David sold out of Exelon (EXC) in Q1 2022, closing a stake of 1,682 shares — an estimated $69K sold.

Boit C.F. David first reported a position in EXC in Q2 2021 and held it in 3 quarters. The position peaked at $69K in Q4 2021. 1,025 funds tracked by Wall St. Rank hold EXC as of Q1 2022.

Boit C.F. David reported no remaining Exelon position as of Q1 2022 after selling out during the quarter.
Boit C.F. David sold 1,682 Exelon shares in Q1 2022, an estimated $69K.
Boit C.F. David first reported a position in Exelon in Q2 2021 and held it in 3 quarters.
Boit C.F. David's Exelon position peaked at $69K in Q4 2021.
1,025 funds tracked by Wall St. Rank held Exelon as of Q1 2022.

Based on Boit C.F. David's 13F filing for Q1 2022, filed 11 May 2022.