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Dixon Hughes Goodman Wealth Advisors’s Exelon EXC Stock Holding History

Dixon Hughes Goodman 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
Q1 		$40K Sell
846
-333
-28% -$14.1K 0.01% 334
2021
Q4 		$49K Buy
+1,179
New +$44.4K 0.02% 266

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's EXC Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Exelon (EXC) stake by 28% in Q1 2022, selling an estimated $14.1K and leaving 846 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #334.

Dixon Hughes Goodman Wealth Advisors first reported a position in EXC in Q4 2021 and has held it in 2 quarters since. The position peaked at $49K in Q4 2021. 1,025 funds tracked by Wall St. Rank hold EXC as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 846 shares of Exelon worth $40K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 333 Exelon shares in Q1 2022, an estimated $14.1K.
  • Exelon made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #334 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Exelon in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Exelon position peaked at $49K in Q4 2021.
  • 1,025 funds tracked by Wall St. Rank held Exelon as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.