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Insight Wealth Strategies’s Exelon EXC Stock Holding History

Insight Wealth Strategies’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
Q3 		– Sell
-10,758
Closed -$368K – 190
2019
Q2 		$368K Sell
10,758
-39
-0.4% -$1.38K 0.09% 127
2019
Q1 		$386K Sell
10,797
-655
-6% -$22.3K 0.11% 113
2018
Q4 		$368K Buy
+11,452
New +$366K 0.11% 104

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Wealth Strategies's EXC Position: Q3 2019 in Review

Insight Wealth Strategies sold out of Exelon (EXC) in Q3 2019, closing a stake of 10,758 shares — an estimated $368K sold.

Insight Wealth Strategies first reported a position in EXC in Q4 2018 and held it in 3 quarters. The position peaked at $386K in Q1 2019. 963 funds tracked by Wall St. Rank hold EXC as of Q3 2019.

  • Insight Wealth Strategies reported no remaining Exelon position as of Q3 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 10,758 Exelon shares in Q3 2019, an estimated $368K.
  • Insight Wealth Strategies first reported a position in Exelon in Q4 2018 and held it in 3 quarters.
  • Insight Wealth Strategies's Exelon position peaked at $386K in Q1 2019.
  • 963 funds tracked by Wall St. Rank held Exelon as of Q3 2019.

Based on Insight Wealth Strategies's 13F filing for Q3 2019, filed 6 Nov 2019.