Hoover Financial Advisors’s Exelon EXC Stock Holding History

Hoover Financial 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
2021 Q2	$128K	Buy	4,060 +3	+0.1%	+$97	0.02%	177
2021 Q1	$129K	Buy	4,057 +2	+0%	+$60	0.02%	168
2020 Q4	$123K	Buy	+4,055	New	+$120K	0.03%	153
2020 Q3	–	Sell	-4,681	Closed	-$121K	–	287
2020 Q2	$121K	Buy	+4,681	New	+$124K	0.05%	123
2019 Q4	–	Sell	-6,127	Closed	-$211K	–	91
2019 Q3	$211K	Sell	6,127 -130	-2%	-$4.37K	0.19%	53
2019 Q2	$214K	Buy	6,257 +343	+6%	+$12.1K	0.2%	55
2019 Q1	$211K	Buy	+5,914	New	+$201K	0.2%	56

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

Hoover Financial Advisors's EXC Position: Q2 2021 in Review

Hoover Financial Advisors increased its Exelon (EXC) stake by 0.07% in Q2 2021, buying an estimated $97 and bringing the position to 4,060 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #177.

Hoover Financial Advisors first reported a position in EXC in Q1 2019 and has held it in 7 quarters since. The position peaked at $214K in Q2 2019. 918 funds tracked by Wall St. Rank hold EXC as of Q2 2021.

Hoover Financial Advisors held 4,060 shares of Exelon worth $128K as of Q2 2021.
Hoover Financial Advisors bought 3 Exelon shares in Q2 2021, an estimated $97.
Exelon made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #177 holding.
Hoover Financial Advisors first reported a position in Exelon in Q1 2019 and has held it in 7 quarters since.
Hoover Financial Advisors's Exelon position peaked at $214K in Q2 2019.
918 funds tracked by Wall St. Rank held Exelon as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.