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Braun-Bostich & Associates’s Exelon EXC Stock Holding History

Braun-Bostich & Associates’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
-7,335
Closed -$187K – 116
2020
Q3 		$187K Sell
7,335
-7,647
-51% -$203K 0.19% 97
2020
Q2 		$388K Hold
14,982
– – 0.38% 50
2020
Q1 		$358K Sell
14,982
-8
-0.1% -$252 0.46% 49
2019
Q4 		$486K Buy
14,990
+4,485
+43% +$145K 0.48% 43
2019
Q3 		$362K Buy
10,505
+1,863
+22% +$62.6K 0.42% 53
2019
Q2 		$296K Buy
8,642
+3,547
+70% +$125K 0.31% 65
2019
Q1 		$182K Buy
5,095
+4,236
+493% +$144K 0.19% 107
2018
Q4 		$28K Buy
859
+293
+52% +$9.37K 0.03% 201
2018
Q3 		$18K Buy
+566
New +$17.4K 0.02% 239

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

Braun-Bostich & Associates's EXC Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Exelon (EXC) in Q4 2020, closing a stake of 7,335 shares — an estimated $187K sold.

Braun-Bostich & Associates first reported a position in EXC in Q3 2018 and held it in 9 quarters. The position peaked at $486K in Q4 2019. 919 funds tracked by Wall St. Rank hold EXC as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining Exelon position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 7,335 Exelon shares in Q4 2020, an estimated $187K.
  • Braun-Bostich & Associates first reported a position in Exelon in Q3 2018 and held it in 9 quarters.
  • Braun-Bostich & Associates's Exelon position peaked at $486K in Q4 2019.
  • 919 funds tracked by Wall St. Rank held Exelon as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.