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Founders Financial Alliance’s Exelon EXC Stock Holding History

Founders Financial Alliance’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
-2,454
Closed -$63K – 698
2020
Q3 		$63K Buy
+2,454
New +$65.1K 0.04% 334

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Founders Financial Alliance's EXC Position: Q4 2020 in Review

Founders Financial Alliance sold out of Exelon (EXC) in Q4 2020, closing a stake of 2,454 shares — an estimated $63K sold.

Founders Financial Alliance first reported a position in EXC in Q3 2020 and held it in 1 quarter. The position peaked at $63K in Q3 2020. 919 funds tracked by Wall St. Rank hold EXC as of Q4 2020.

  • Founders Financial Alliance reported no remaining Exelon position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 2,454 Exelon shares in Q4 2020, an estimated $63K.
  • Founders Financial Alliance first reported a position in Exelon in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Exelon position peaked at $63K in Q3 2020.
  • 919 funds tracked by Wall St. Rank held Exelon as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.