Monumental Financial Group’s Exelon EXC Stock Holding History

Monumental Financial Group’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 Q3	–	Sell	-701	Closed	-$22K	–	47
2021 Q2	$22K	Buy	+701	New	+$22.6K	0.02%	60

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Monumental Financial Group's EXC Position: Q3 2021 in Review

Monumental Financial Group sold out of Exelon (EXC) in Q3 2021, closing a stake of 701 shares — an estimated $22K sold.

Monumental Financial Group first reported a position in EXC in Q2 2021 and held it in 1 quarter. The position peaked at $22K in Q2 2021. 934 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

Monumental Financial Group reported no remaining Exelon position as of Q3 2021 after selling out during the quarter.
Monumental Financial Group sold 701 Exelon shares in Q3 2021, an estimated $22K.
Monumental Financial Group first reported a position in Exelon in Q2 2021 and held it in 1 quarter.
Monumental Financial Group's Exelon position peaked at $22K in Q2 2021.
934 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.