Clearview Wealth Advisors’s Exelon EXC Stock Holding History

Clearview 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
2022 Q2	–	Sell	-113	Closed	-$5K	–	604
2022 Q1	$5K	Sell	113 -44	-28%	-$1.86K	﹤0.01%	447
2021 Q4	$6K	Hold	157	–	–	﹤0.01%	469
2021 Q3	$5K	Buy	157 +3	+2%	+$103	﹤0.01%	497
2021 Q2	$5K	Buy	154 +1	+0.7%	+$32	﹤0.01%	503
2021 Q1	$5K	Buy	153 +2	+1%	+$60	﹤0.01%	484
2020 Q4	$5K	Buy	+151	New	+$4.46K	﹤0.01%	443

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearview Wealth Advisors's EXC Position: Q2 2022 in Review

Clearview Wealth Advisors sold out of Exelon (EXC) in Q2 2022, closing a stake of 113 shares — an estimated $5K sold.

Clearview Wealth Advisors first reported a position in EXC in Q4 2020 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

Clearview Wealth Advisors reported no remaining Exelon position as of Q2 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 113 Exelon shares in Q2 2022, an estimated $5K.
Clearview Wealth Advisors first reported a position in Exelon in Q4 2020 and held it in 6 quarters.
Clearview Wealth Advisors's Exelon position peaked at $6K in Q4 2021.
1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.