Hall Private Wealth Advisors’s Exelon EXC Stock Holding History

Hall Private 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
2022 Q2	–	Sell	-10,125	Closed	-$482K	–	42
2022 Q1	$482K	Sell	10,125 -14,514	-59%	-$615K	0.26%	35
2021 Q4	$1.01M	Sell	24,639 -42,838	-63%	-$1.61M	0.63%	28
2021 Q3	$2.33M	Sell	67,477 -44,603	-40%	-$1.52M	1.48%	22
2021 Q2	$3.54M	Buy	+112,080	New	+$3.61M	2.31%	17
2020 Q4	$2.13M	Buy	+70,686	New	+$2.09M	1.75%	16

Other funds holding EXC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hall Private Wealth Advisors's EXC Position: Q2 2022 in Review

Hall Private Wealth Advisors sold out of Exelon (EXC) in Q2 2022, closing a stake of 10,125 shares — an estimated $482K sold.

Hall Private Wealth Advisors first reported a position in EXC in Q4 2020 and held it in 5 quarters. The position peaked at $3.54M in Q2 2021. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

Hall Private Wealth Advisors reported no remaining Exelon position as of Q2 2022 after selling out during the quarter.
Hall Private Wealth Advisors sold 10,125 Exelon shares in Q2 2022, an estimated $482K.
Hall Private Wealth Advisors first reported a position in Exelon in Q4 2020 and held it in 5 quarters.
Hall Private Wealth Advisors's Exelon position peaked at $3.54M in Q2 2021.
1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Hall Private Wealth Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.