Howard Wealth Management’s Exelon EXC Stock Holding History

Howard Wealth 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
2020 Q1	–	Sell	-139	Closed	-$4K	–	238
2019 Q4	$4K	Buy	+139	New	+$4.5K	﹤0.01%	420

Other funds holding EXC

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Howard Wealth Management's EXC Position: Q1 2020 in Review

Howard Wealth Management sold out of Exelon (EXC) in Q1 2020, closing a stake of 139 shares — an estimated $4K sold.

Howard Wealth Management first reported a position in EXC in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 881 funds tracked by Wall St. Rank hold EXC as of Q1 2020.

Howard Wealth Management reported no remaining Exelon position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 139 Exelon shares in Q1 2020, an estimated $4K.
Howard Wealth Management first reported a position in Exelon in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's Exelon position peaked at $4K in Q4 2019.
881 funds tracked by Wall St. Rank held Exelon as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.