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Gerber Kawasaki Wealth & Investment Management’s Exelon EXC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-102
Closed -$3K – 540
2021
Q3 		$3K Buy
+102
New +$3.48K ﹤0.01% 823

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 $609B AUM 40.19% 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

Gerber Kawasaki Wealth & Investment Management's EXC Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Exelon (EXC) in Q4 2021, closing a stake of 102 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in EXC in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 1,070 funds tracked by Wall St. Rank hold EXC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Exelon position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 102 Exelon shares in Q4 2021, an estimated $3K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Exelon in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Exelon position peaked at $3K in Q3 2021.
  • 1,070 funds tracked by Wall St. Rank held Exelon as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.