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IBEX Wealth Advisors’s Exelon EXC Stock Holding History

IBEX 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
2019
Q4 		– Sell
-49,562
Closed -$1.71M – 106
2019
Q3 		$1.71M Buy
49,562
+921
+2% +$30.9K 0.57% 72
2019
Q2 		$1.66M Buy
48,641
+631
+1% +$22.3K 0.48% 84
2019
Q1 		$1.72M Buy
+48,010
New +$1.63M 0.6% 71

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's EXC Position: Q4 2019 in Review

IBEX Wealth Advisors sold out of Exelon (EXC) in Q4 2019, closing a stake of 49,562 shares — an estimated $1.71M sold.

IBEX Wealth Advisors first reported a position in EXC in Q1 2019 and held it in 3 quarters. The position peaked at $1.72M in Q1 2019. 970 funds tracked by Wall St. Rank hold EXC as of Q4 2019.

  • IBEX Wealth Advisors reported no remaining Exelon position as of Q4 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 49,562 Exelon shares in Q4 2019, an estimated $1.71M.
  • IBEX Wealth Advisors first reported a position in Exelon in Q1 2019 and held it in 3 quarters.
  • IBEX Wealth Advisors's Exelon position peaked at $1.72M in Q1 2019.
  • 970 funds tracked by Wall St. Rank held Exelon as of Q4 2019.

Based on IBEX Wealth Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.