Burt Wealth Advisors’s Exelon EXC Stock Holding History

Burt Wealth 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 Q1	–	Sell	-2,428	Closed	-$73K	–	179
2020 Q4	$73K	Hold	2,428	–	–	0.03%	154
2020 Q3	$62K	Hold	2,428	–	–	0.02%	157
2020 Q2	$63K	Hold	2,428	–	–	0.03%	161
2020 Q1	$64K	Hold	2,428	–	–	0.03%	145
2019 Q4	$79K	Sell	2,428 -741	-23%	-$24K	0.03%	141
2019 Q3	$109K	Hold	3,169	–	–	0.04%	122
2019 Q2	$108K	Hold	3,169	–	–	0.05%	123
2019 Q1	$113K	Sell	3,169 -508	-14%	-$17.3K	0.05%	117
2018 Q4	$118K	Sell	3,677 -366	-9%	-$11.7K	0.06%	110
2018 Q3	$126K	Buy	4,043 +1,817	+82%	+$55.9K	0.06%	120
2018 Q2	$68K	Hold	2,226	–	–	0.03%	157
2018 Q1	$62K	Hold	2,226	–	–	0.03%	160
2017 Q4	$63K	Hold	2,226	–	–	0.04%	164
2017 Q3	$60K	Sell	2,226 -979	-31%	-$26.2K	0.04%	161
2017 Q2	$82K	Buy	3,205 +979	+44%	+$24.9K	0.06%	136
2017 Q1	$57K	Hold	2,226	–	–	0.04%	154
2016 Q4	$56K	Buy	2,226 +1,249	+128%	+$29.6K	0.05%	160
2016 Q3	$23K	Hold	977	–	–	0.02%	211
2016 Q2	$25K	Hold	977	–	–	0.03%	197
2016 Q1	$25K	Hold	977	–	–	0.02%	223
2015 Q4	$19K	Hold	977	–	–	0.02%	210
2015 Q3	$20K	Hold	977	–	–	0.02%	186
2015 Q2	$21K	Hold	977	–	–	0.02%	199
2015 Q1	$23K	Sell	977 -419	-30%	-$10.4K	0.02%	182
2014 Q4	$37K	Buy	+1,396	New	+$35.8K	0.04%	153

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

Burt Wealth Advisors's EXC Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Exelon (EXC) in Q1 2021, closing a stake of 2,428 shares — an estimated $73K sold.

Burt Wealth Advisors first reported a position in EXC in Q4 2014 and held it in 25 quarters. The position peaked at $126K in Q3 2018. 922 funds tracked by Wall St. Rank hold EXC as of Q1 2021.

Burt Wealth Advisors reported no remaining Exelon position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 2,428 Exelon shares in Q1 2021, an estimated $73K.
Burt Wealth Advisors first reported a position in Exelon in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Exelon position peaked at $126K in Q3 2018.
922 funds tracked by Wall St. Rank held Exelon as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.