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Personal Wealth Partners’s Exelon EXC Stock Holding History

Personal Wealth Partners’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
-250
Closed -$8K – 187
2021
Q2 		$8K Buy
+250
New +$8.05K ﹤0.01% 287
2020
Q1 		– Sell
-369
Closed -$12K – 237
2019
Q4 		$12K Hold
369
– – 0.01% 221
2019
Q3 		$13K Buy
369
+119
+48% +$4K 0.01% 221
2019
Q2 		$9K Buy
+250
New +$8.82K ﹤0.01% 217

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

Personal Wealth Partners's EXC Position: Q3 2021 in Review

Personal Wealth Partners sold out of Exelon (EXC) in Q3 2021, closing a stake of 250 shares — an estimated $8K sold.

Personal Wealth Partners first reported a position in EXC in Q2 2019 and held it in 4 quarters. The position peaked at $13K in Q3 2019. 933 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

  • Personal Wealth Partners reported no remaining Exelon position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 250 Exelon shares in Q3 2021, an estimated $8K.
  • Personal Wealth Partners first reported a position in Exelon in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Exelon position peaked at $13K in Q3 2019.
  • 933 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.