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Evolution Wealth Advisors’s Exelon EXC Stock Holding History

Evolution 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
2021
Q4 		– Sell
-125
Closed -$4K – 319
2021
Q3 		$4K Hold
125
– – ﹤0.01% 550
2021
Q2 		$4K Hold
125
– – ﹤0.01% 544
2021
Q1 		$4K Hold
125
– – ﹤0.01% 551
2020
Q4 		$4K Buy
125
+53
+74% +$1.56K ﹤0.01% 476
2020
Q3 		$2K Buy
+72
New +$1.91K ﹤0.01% 533
2020
Q1 		– Sell
-184
Closed -$6K – 422
2019
Q4 		$6K Buy
+184
New +$5.96K ﹤0.01% 370
2019
Q3 		– Sell
-174
Closed -$6K – 515
2019
Q2 		$6K Buy
+174
New +$6.14K ﹤0.01% 236

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Evolution Wealth Advisors's EXC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Exelon (EXC) in Q4 2021, closing a stake of 125 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in EXC in Q2 2019 and held it in 7 quarters. The position peaked at $6K in Q4 2019. 1,069 funds tracked by Wall St. Rank hold EXC as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Exelon position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 125 Exelon shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Exelon in Q2 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Exelon position peaked at $6K in Q4 2019.
  • 1,069 funds tracked by Wall St. Rank held Exelon as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.