Peak Financial Advisors’s Exelon EXC Stock Holding History

Peak Financial 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
2021 Q1	–	Sell	-10,413	Closed	-$314K	–	75
2020 Q4	$314K	Buy	+10,413	New	+$307K	0.27%	49

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peak Financial Advisors's EXC Position: Q1 2021 in Review

Peak Financial Advisors sold out of Exelon (EXC) in Q1 2021, closing a stake of 10,413 shares — an estimated $314K sold.

Peak Financial Advisors first reported a position in EXC in Q4 2020 and held it in 1 quarter. The position peaked at $314K in Q4 2020. 922 funds tracked by Wall St. Rank hold EXC as of Q1 2021.

Peak Financial Advisors reported no remaining Exelon position as of Q1 2021 after selling out during the quarter.
Peak Financial Advisors sold 10,413 Exelon shares in Q1 2021, an estimated $314K.
Peak Financial Advisors first reported a position in Exelon in Q4 2020 and held it in 1 quarter.
Peak Financial Advisors's Exelon position peaked at $314K in Q4 2020.
922 funds tracked by Wall St. Rank held Exelon as of Q1 2021.

Based on Peak Financial Advisors's 13F filing for Q1 2021, filed 11 May 2021.