RCA
EXC icon

Ranch Capital Advisors’s Exelon EXC Stock Holding History

Ranch Capital 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
Q3 		– Sell
-35
Closed -$1K – 649
2021
Q2 		$1K Hold
35
– – ﹤0.01% 832
2021
Q1 		$1K Hold
35
– – ﹤0.01% 827
2020
Q4 		$1K Hold
35
– – ﹤0.01% 838
2020
Q3 		$0 Hold
35
– – ﹤0.01% 888
2020
Q2 		$0 Sell
35
-116
-77% -$3.08K ﹤0.01% 936
2020
Q1 		$3K Sell
151
-48
-24% -$1.51K ﹤0.01% 757
2019
Q4 		$6K Buy
+199
New +$6.44K ﹤0.01% 760

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

Ranch Capital Advisors's EXC Position: Q3 2021 in Review

Ranch Capital Advisors sold out of Exelon (EXC) in Q3 2021, closing a stake of 35 shares — an estimated $1K sold.

Ranch Capital Advisors first reported a position in EXC in Q4 2019 and held it in 7 quarters. The position peaked at $6K in Q4 2019. 933 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

  • Ranch Capital Advisors reported no remaining Exelon position as of Q3 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 35 Exelon shares in Q3 2021, an estimated $1K.
  • Ranch Capital Advisors first reported a position in Exelon in Q4 2019 and held it in 7 quarters.
  • Ranch Capital Advisors's Exelon position peaked at $6K in Q4 2019.
  • 933 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Ranch Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.