Halpern Financial’s Exelon EXC Stock Holding History

Halpern Financial’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 Q2	–	Sell	-111	Closed	-$3.46K	–	247
2021 Q1	$3.46K	Buy	+111	New	+$3.33K	﹤0.01%	204

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Halpern Financial's EXC Position: Q2 2021 in Review

Halpern Financial sold out of Exelon (EXC) in Q2 2021, closing a stake of 111 shares — an estimated $3.46K sold.

Halpern Financial first reported a position in EXC in Q1 2021 and held it in 1 quarter. The position peaked at $3.46K in Q1 2021. 918 funds tracked by Wall St. Rank hold EXC as of Q2 2021.

Halpern Financial reported no remaining Exelon position as of Q2 2021 after selling out during the quarter.
Halpern Financial sold 111 Exelon shares in Q2 2021, an estimated $3.46K.
Halpern Financial first reported a position in Exelon in Q1 2021 and held it in 1 quarter.
Halpern Financial's Exelon position peaked at $3.46K in Q1 2021.
918 funds tracked by Wall St. Rank held Exelon as of Q2 2021.

Based on Halpern Financial's 13F filing for Q2 2021, filed 21 Sep 2023.