Keebeck Wealth Management’s Exelon EXC Stock Holding History

Keebeck 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	-527	Closed	-$17K	–	210
2019 Q4	$17K	Buy	+527	New	+$17.1K	0.01%	273

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

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

Keebeck Wealth Management sold out of Exelon (EXC) in Q1 2020, closing a stake of 527 shares — an estimated $17K sold.

Keebeck Wealth Management first reported a position in EXC in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 881 funds tracked by Wall St. Rank hold EXC as of Q1 2020.

Keebeck Wealth Management reported no remaining Exelon position as of Q1 2020 after selling out during the quarter.
Keebeck Wealth Management sold 527 Exelon shares in Q1 2020, an estimated $17K.
Keebeck Wealth Management first reported a position in Exelon in Q4 2019 and held it in 1 quarter.
Keebeck Wealth Management's Exelon position peaked at $17K in Q4 2019.
881 funds tracked by Wall St. Rank held Exelon as of Q1 2020.

Based on Keebeck Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.