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Johanson Financial Advisors’s Exelon EXC Stock Holding History

Johanson 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
2020
Q1 		– Sell
-548
Closed -$17.9K – 137
2019
Q4 		$17.9K Buy
+548
New +$17.7K 0.01% 228

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Johanson Financial Advisors's EXC Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Exelon (EXC) in Q1 2020, closing a stake of 548 shares — an estimated $17.9K sold.

Johanson Financial Advisors first reported a position in EXC in Q4 2019 and held it in 1 quarter. The position peaked at $17.9K in Q4 2019. 881 funds tracked by Wall St. Rank hold EXC as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Exelon position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 548 Exelon shares in Q1 2020, an estimated $17.9K.
  • Johanson Financial Advisors first reported a position in Exelon in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Exelon position peaked at $17.9K in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Exelon as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.