Certified Advisory Corp’s Exelon EXC Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-3,300	Closed	-$103K	–	370
2021 Q1	$103K	Buy	+3,300	New	+$99.2K	0.03%	250
2020 Q2	$142K	Hold	5,492	–	–	0.05%	202
2020 Q1	$144K	Hold	5,492	–	–	0.06%	186
2019 Q4	$179K	Hold	5,492	–	–	0.06%	194
2019 Q3	$189K	Hold	5,492	–	–	0.07%	186
2019 Q2	$188K	Hold	5,492	–	–	0.07%	179
2019 Q1	$196K	Sell	5,492 -736	-12%	-$25.1K	0.08%	161
2018 Q4	$200K	Hold	6,228	–	–	0.1%	146
2018 Q3	$194K	Hold	6,228	–	–	0.09%	153
2018 Q2	$189K	Sell	6,228 -67	-1%	-$1.92K	0.11%	143
2018 Q1	$174K	Buy	6,295 +227	+4%	+$6.13K	0.1%	151
2017 Q4	$169K	Buy	+6,068	New	+$174K	0.12%	128

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Certified Advisory Corp's EXC Position: Q2 2021 in Review

Certified Advisory Corp sold out of Exelon (EXC) in Q2 2021, closing a stake of 3,300 shares — an estimated $103K sold.

Certified Advisory Corp first reported a position in EXC in Q4 2017 and held it in 12 quarters. The position peaked at $200K in Q4 2018. 918 funds tracked by Wall St. Rank hold EXC as of Q2 2021.

Certified Advisory Corp reported no remaining Exelon position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 3,300 Exelon shares in Q2 2021, an estimated $103K.
Certified Advisory Corp first reported a position in Exelon in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Exelon position peaked at $200K in Q4 2018.
918 funds tracked by Wall St. Rank held Exelon as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.