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Paradigm Strategies in Wealth Management’s Exelon EXC Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-280
Closed -$9K – 102
2021
Q2 		$9K Buy
+280
New +$9.01K 0.01% 170

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Strategies in Wealth Management's EXC Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Exelon (EXC) in Q3 2021, closing a stake of 280 shares — an estimated $9K sold.

Paradigm Strategies in Wealth Management first reported a position in EXC in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 933 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Exelon position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 280 Exelon shares in Q3 2021, an estimated $9K.
  • Paradigm Strategies in Wealth Management first reported a position in Exelon in Q2 2021 and held it in 1 quarter.
  • Paradigm Strategies in Wealth Management's Exelon position peaked at $9K in Q2 2021.
  • 933 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.