IF
EXC icon

Ironwood Financial’s Exelon EXC Stock Holding History

Ironwood 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
Q4 		– Sell
-1,312
Closed -$45K – 251
2021
Q3 		$45K Hold
1,312
– – 0.01% 198
2021
Q2 		$41K Hold
1,312
– – 0.01% 200
2021
Q1 		$41K Hold
1,312
– – 0.01% 186
2020
Q4 		$40K Buy
+1,312
New +$38.7K 0.02% 179
2015
Q1 		– Sell
-15
Closed – – 361
2014
Q4 		$0 Buy
+15
New +$385 ﹤0.01% 336

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironwood Financial's EXC Position: Q4 2021 in Review

Ironwood Financial sold out of Exelon (EXC) in Q4 2021, closing a stake of 1,312 shares — an estimated $45K sold.

Ironwood Financial first reported a position in EXC in Q4 2014 and held it in 5 quarters. The position peaked at $45K in Q3 2021. 1,069 funds tracked by Wall St. Rank hold EXC as of Q4 2021.

  • Ironwood Financial reported no remaining Exelon position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 1,312 Exelon shares in Q4 2021, an estimated $45K.
  • Ironwood Financial first reported a position in Exelon in Q4 2014 and held it in 5 quarters.
  • Ironwood Financial's Exelon position peaked at $45K in Q3 2021.
  • 1,069 funds tracked by Wall St. Rank held Exelon as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.