Outlook Wealth Advisors’s Exelon EXC Stock Holding History

Outlook 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
2019 Q4	–	Sell	-8,597	Closed	-$296K	–	148
2019 Q3	$296K	Buy	8,597 +408	+5%	+$13.7K	0.18%	134
2019 Q2	$280K	Buy	8,189 +604	+8%	+$21.3K	0.18%	132
2019 Q1	$271K	Buy	7,585 +6,156	+431%	+$210K	0.22%	118
2018 Q4	$460K	Buy	+1,429	New	+$45.7K	0.21%	119

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Outlook Wealth Advisors's EXC Position: Q4 2019 in Review

Outlook Wealth Advisors sold out of Exelon (EXC) in Q4 2019, closing a stake of 8,597 shares — an estimated $296K sold.

Outlook Wealth Advisors first reported a position in EXC in Q4 2018 and held it in 4 quarters. The position peaked at $460K in Q4 2018. 970 funds tracked by Wall St. Rank hold EXC as of Q4 2019.

Outlook Wealth Advisors reported no remaining Exelon position as of Q4 2019 after selling out during the quarter.
Outlook Wealth Advisors sold 8,597 Exelon shares in Q4 2019, an estimated $296K.
Outlook Wealth Advisors first reported a position in Exelon in Q4 2018 and held it in 4 quarters.
Outlook Wealth Advisors's Exelon position peaked at $460K in Q4 2018.
970 funds tracked by Wall St. Rank held Exelon as of Q4 2019.

Based on Outlook Wealth Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.