Lenox Wealth Advisors’s Exelon EXC Stock Holding History

Lenox 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
2022 Q1	$2K	Sell	37 -35	-49%	-$1.48K	﹤0.01%	641
2021 Q4	$3K	Buy	+72	New	+$2.71K	﹤0.01%	665
2020 Q2	–	Sell	-252	Closed	-$7K	–	654
2020 Q1	$7K	Sell	252 -19	-7%	-$598	﹤0.01%	382
2019 Q4	$9K	Buy	+271	New	+$8.77K	﹤0.01%	420
2017 Q4	–	Sell	-10	Closed	–	–	407
2017 Q3	$0	Buy	+10	New	+$267	﹤0.01%	254
2014 Q4	–	Sell	-329	Closed	-$8K	–	329
2014 Q3	$8K	Hold	329	–	–	﹤0.01%	189
2014 Q2	$8K	Hold	329	–	–	﹤0.01%	150
2014 Q1	$8K	Hold	329	–	–	﹤0.01%	140
2013 Q4	$6K	Hold	329	–	–	﹤0.01%	218
2013 Q3	$7K	Hold	329	–	–	0.01%	125
2013 Q2	$7K	Buy	+329	New	+$7.98K	0.01%	143

Other funds holding EXC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Advisors's EXC Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Exelon (EXC) stake by 49% in Q1 2022, selling an estimated $1.48K and leaving 37 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Lenox Wealth Advisors first reported a position in EXC in Q2 2013 and has held it in 11 quarters since. The position peaked at $9K in Q4 2019. 1,026 funds tracked by Wall St. Rank hold EXC as of Q1 2022.

Lenox Wealth Advisors held 37 shares of Exelon worth $2K as of Q1 2022.
Lenox Wealth Advisors sold 35 Exelon shares in Q1 2022, an estimated $1.48K.
Exelon made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #641 holding.
Lenox Wealth Advisors first reported a position in Exelon in Q2 2013 and has held it in 11 quarters since.
Lenox Wealth Advisors's Exelon position peaked at $9K in Q4 2019.
1,026 funds tracked by Wall St. Rank held Exelon as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.