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Gantzert Investment Company’s Exelon EXC Stock Holding History

Gantzert Investment Company’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
Q2 		– Sell
-280
Closed -$7K – 58
2020
Q1 		$7K Hold
280
– – 0.01% 58
2019
Q4 		$9K Sell
280
-141
-33% -$4.57K 0.01% 59
2019
Q3 		$14K Hold
421
– – 0.01% 59
2019
Q2 		$14K Hold
421
– – 0.01% 66
2019
Q1 		$15K Hold
421
– – 0.02% 65
2018
Q4 		$14K Buy
+421
New +$13.5K 0.02% 65

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Gantzert Investment Company's EXC Position: Q2 2020 in Review

Gantzert Investment Company sold out of Exelon (EXC) in Q2 2020, closing a stake of 280 shares — an estimated $7K sold.

Gantzert Investment Company first reported a position in EXC in Q4 2018 and held it in 6 quarters. The position peaked at $15K in Q1 2019. 878 funds tracked by Wall St. Rank hold EXC as of Q2 2020.

  • Gantzert Investment Company reported no remaining Exelon position as of Q2 2020 after selling out during the quarter.
  • Gantzert Investment Company sold 280 Exelon shares in Q2 2020, an estimated $7K.
  • Gantzert Investment Company first reported a position in Exelon in Q4 2018 and held it in 6 quarters.
  • Gantzert Investment Company's Exelon position peaked at $15K in Q1 2019.
  • 878 funds tracked by Wall St. Rank held Exelon as of Q2 2020.

Based on Gantzert Investment Company's 13F filing for Q2 2020, filed 1 Jul 2020.