Fiduciary Planning’s Exelon EXC Stock Holding History

Fiduciary Planning’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 Q2	–	Sell	-631	Closed	-$20K	–	128
2021 Q1	$20K	Hold	631	–	–	0.03%	110
2020 Q4	$19K	Buy	+631	New	+$18.6K	0.03%	112

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Fiduciary Planning's EXC Position: Q2 2021 in Review

Fiduciary Planning sold out of Exelon (EXC) in Q2 2021, closing a stake of 631 shares — an estimated $20K sold.

Fiduciary Planning first reported a position in EXC in Q4 2020 and held it in 2 quarters. The position peaked at $20K in Q1 2021. 918 funds tracked by Wall St. Rank hold EXC as of Q2 2021.

Fiduciary Planning reported no remaining Exelon position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 631 Exelon shares in Q2 2021, an estimated $20K.
Fiduciary Planning first reported a position in Exelon in Q4 2020 and held it in 2 quarters.
Fiduciary Planning's Exelon position peaked at $20K in Q1 2021.
918 funds tracked by Wall St. Rank held Exelon as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.