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Forvis Mazars Wealth Advisors’s Exelon EXC Stock Holding History

Forvis Mazars 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
2019
Q4 		– Sell
-14,926
Closed -$514K – 292
2019
Q3 		$514K Buy
14,926
+1,721
+13% +$57.8K 0.04% 172
2019
Q2 		$452K Sell
13,205
-664
-5% -$23.4K 0.04% 173
2019
Q1 		$496K Buy
13,869
+229
+2% +$7.8K 0.04% 163
2018
Q4 		$439K Buy
13,640
+105
+0.8% +$3.36K 0.04% 149
2018
Q3 		$421K Sell
13,535
-791
-6% -$24.3K 0.04% 166
2018
Q2 		$435K Buy
14,326
+2
+0% +$57 0.04% 155
2018
Q1 		$399K Sell
14,324
-2,071
-13% -$55.9K 0.04% 173
2017
Q4 		$461K Buy
16,395
+1,898
+13% +$54.5K 0.05% 156
2017
Q3 		$390K Buy
14,497
+387
+3% +$10.4K 0.04% 155
2017
Q2 		$363K Buy
14,110
+307
+2% +$7.81K 0.04% 165
2017
Q1 		$354K Buy
13,803
+1,550
+13% +$39.5K 0.04% 157
2016
Q4 		$310K Buy
12,253
+622
+5% +$14.7K 0.04% 152
2016
Q3 		$276K Buy
+11,631
New +$292K 0.04% 154

Other funds holding EXC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forvis Mazars Wealth Advisors's EXC Position: Q4 2019 in Review

Forvis Mazars Wealth Advisors sold out of Exelon (EXC) in Q4 2019, closing a stake of 14,926 shares — an estimated $514K sold.

Forvis Mazars Wealth Advisors first reported a position in EXC in Q3 2016 and held it in 13 quarters. The position peaked at $514K in Q3 2019. 970 funds tracked by Wall St. Rank hold EXC as of Q4 2019.

  • Forvis Mazars Wealth Advisors reported no remaining Exelon position as of Q4 2019 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 14,926 Exelon shares in Q4 2019, an estimated $514K.
  • Forvis Mazars Wealth Advisors first reported a position in Exelon in Q3 2016 and held it in 13 quarters.
  • Forvis Mazars Wealth Advisors's Exelon position peaked at $514K in Q3 2019.
  • 970 funds tracked by Wall St. Rank held Exelon as of Q4 2019.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2019, filed 13 Jan 2020.