CSat Investment Advisory’s Exelon EXC Stock Holding History

CSat Investment Advisory’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	$20K	Buy	651 +153	+31%	+$4.6K	0.02%	379
2020 Q4	$15K	Sell	498 -4,642	-90%	-$137K	0.01%	390
2020 Q3	$131K	Buy	5,140 +529	+11%	+$14K	0.01%	371
2020 Q2	$119K	Buy	4,611 +1,218	+36%	+$32.3K	0.01%	415
2020 Q1	$89K	Buy	3,393 +379	+13%	+$11.9K	0.02%	368
2019 Q4	$98K	Buy	3,014 +537	+22%	+$17.4K	0.03%	369
2019 Q3	$85K	Buy	2,477 +265	+12%	+$8.9K	0.03%	351
2019 Q2	$76K	Buy	2,212 +2,035	+1,150%	+$71.8K	0.03%	350
2019 Q1	$6K	Buy	177 +12	+7%	+$409	﹤0.01%	487
2018 Q4	$5K	Buy	165 +9	+6%	+$288	﹤0.01%	485
2018 Q3	$5K	Sell	156 -1	-0.6%	-$31	﹤0.01%	462
2018 Q2	$5K	Buy	+157	New	+$4.5K	﹤0.01%	452

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

CSat Investment Advisory's EXC Position: Q1 2021 in Review

CSat Investment Advisory increased its Exelon (EXC) stake by 31% in Q1 2021, buying an estimated $4.6K and bringing the position to 651 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #379.

CSat Investment Advisory first reported a position in EXC in Q2 2018 and has held it in 12 quarters since. The position peaked at $131K in Q3 2020. 923 funds tracked by Wall St. Rank hold EXC as of Q1 2021.

CSat Investment Advisory held 651 shares of Exelon worth $20K as of Q1 2021.
CSat Investment Advisory bought 153 Exelon shares in Q1 2021, an estimated $4.6K.
Exelon made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #379 holding.
CSat Investment Advisory first reported a position in Exelon in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Exelon position peaked at $131K in Q3 2020.
923 funds tracked by Wall St. Rank held Exelon as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.