Edge Wealth Management’s Exelon EXC Stock Holding History

Edge 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
2020 Q4	–	Sell	-534	Closed	-$14K	–	402
2020 Q3	$14K	Hold	534	–	–	﹤0.01%	294
2020 Q2	$14K	Hold	534	–	–	﹤0.01%	418
2020 Q1	$14K	Hold	534	–	–	﹤0.01%	361
2019 Q4	$17K	Hold	534	–	–	﹤0.01%	355
2019 Q3	$18K	Hold	534	–	–	﹤0.01%	339
2019 Q2	$18K	Hold	534	–	–	﹤0.01%	349
2019 Q1	$19K	Hold	534	–	–	﹤0.01%	335
2018 Q4	$17K	Hold	534	–	–	﹤0.01%	344
2018 Q3	$17K	Hold	534	–	–	﹤0.01%	383
2018 Q2	$16K	Hold	534	–	–	﹤0.01%	374
2018 Q1	$15K	Hold	534	–	–	﹤0.01%	334
2017 Q4	$14K	Hold	534	–	–	﹤0.01%	343
2017 Q3	$14K	Hold	534	–	–	﹤0.01%	333
2017 Q2	$14K	Hold	534	–	–	﹤0.01%	337
2017 Q1	$14K	Hold	534	–	–	﹤0.01%	316
2016 Q4	$14K	Hold	534	–	–	0.01%	304
2016 Q3	$13K	Hold	534	–	–	0.01%	309
2016 Q2	$14K	Hold	534	–	–	0.01%	287
2016 Q1	$14K	Hold	534	–	–	0.01%	257
2015 Q4	$11K	Hold	534	–	–	﹤0.01%	282
2015 Q3	$11K	Hold	534	–	–	﹤0.01%	283
2015 Q2	$12K	Hold	534	–	–	﹤0.01%	288
2015 Q1	$13K	Hold	534	–	–	﹤0.01%	287
2014 Q4	$14K	Hold	534	–	–	0.01%	285
2014 Q3	$13K	Hold	534	–	–	0.01%	288
2014 Q2	$14K	Sell	534 -323	-38%	-$8.24K	0.01%	267
2014 Q1	$21K	Sell	857 -754	-47%	-$15.9K	0.01%	232
2013 Q4	$31K	Buy	1,611 +761	+90%	+$15.3K	0.01%	193
2013 Q3	$18K	Buy	850 +3	+0.4%	+$66	0.01%	207
2013 Q2	$19K	Buy	+847	New	+$20.5K	0.01%	189

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Edge Wealth Management's EXC Position: Q4 2020 in Review

Edge Wealth Management sold out of Exelon (EXC) in Q4 2020, closing a stake of 534 shares — an estimated $14K sold.

Edge Wealth Management first reported a position in EXC in Q2 2013 and held it in 30 quarters. The position peaked at $31K in Q4 2013. 919 funds tracked by Wall St. Rank hold EXC as of Q4 2020.

Edge Wealth Management reported no remaining Exelon position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 534 Exelon shares in Q4 2020, an estimated $14K.
Edge Wealth Management first reported a position in Exelon in Q2 2013 and held it in 30 quarters.
Edge Wealth Management's Exelon position peaked at $31K in Q4 2013.
919 funds tracked by Wall St. Rank held Exelon as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.