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Destination Wealth Management’s Exelon EXC Stock Holding History

Destination Wealth Management’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
2019
Q4 		– Sell
-6,061
Closed -$209K – 159
2019
Q3 		$209K Buy
6,061
+5,907
+3,836% +$198K 0.01% 136
2019
Q2 		$5K Sell
154
-126
-45% -$4.45K ﹤0.01% 481
2019
Q1 		$10K Buy
+280
New +$9.53K ﹤0.01% 472

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Destination Wealth Management's EXC Position: Q4 2019 in Review

Destination Wealth Management sold out of Exelon (EXC) in Q4 2019, closing a stake of 6,061 shares — an estimated $209K sold.

Destination Wealth Management first reported a position in EXC in Q1 2019 and held it in 3 quarters. The position peaked at $209K in Q3 2019. 970 funds tracked by Wall St. Rank hold EXC as of Q4 2019.

  • Destination Wealth Management reported no remaining Exelon position as of Q4 2019 after selling out during the quarter.
  • Destination Wealth Management sold 6,061 Exelon shares in Q4 2019, an estimated $209K.
  • Destination Wealth Management first reported a position in Exelon in Q1 2019 and held it in 3 quarters.
  • Destination Wealth Management's Exelon position peaked at $209K in Q3 2019.
  • 970 funds tracked by Wall St. Rank held Exelon as of Q4 2019.

Based on Destination Wealth Management's 13F filing for Q4 2019, filed 12 Feb 2020.