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FAS Wealth Partners’s Exelon EXC Stock Holding History

FAS Wealth Partners’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
-6,361
Closed -$219K – 408
2021
Q3 		$219K Buy
6,361
+31
+0.5% +$1.06K 0.02% 273
2021
Q2 		$200K Buy
+6,330
New +$204K 0.02% 272
2020
Q1 		– Sell
-6,574
Closed -$214K – 298
2019
Q4 		$214K Buy
6,574
+32
+0.5% +$1.04K 0.04% 191
2019
Q3 		$225K Buy
6,542
+375
+6% +$12.6K 0.04% 185
2019
Q2 		$211K Buy
6,167
+29
+0.5% +$1.02K 0.04% 182
2019
Q1 		$219K Buy
+6,138
New +$209K 0.04% 180

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

FAS Wealth Partners's EXC Position: Q4 2021 in Review

FAS Wealth Partners sold out of Exelon (EXC) in Q4 2021, closing a stake of 6,361 shares — an estimated $219K sold.

FAS Wealth Partners first reported a position in EXC in Q1 2019 and held it in 6 quarters. The position peaked at $225K in Q3 2019. 1,069 funds tracked by Wall St. Rank hold EXC as of Q4 2021.

  • FAS Wealth Partners reported no remaining Exelon position as of Q4 2021 after selling out during the quarter.
  • FAS Wealth Partners sold 6,361 Exelon shares in Q4 2021, an estimated $219K.
  • FAS Wealth Partners first reported a position in Exelon in Q1 2019 and held it in 6 quarters.
  • FAS Wealth Partners's Exelon position peaked at $225K in Q3 2019.
  • 1,069 funds tracked by Wall St. Rank held Exelon as of Q4 2021.

Based on FAS Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.