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Regent Peak Wealth Advisors’s Exelon EXC Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-2,358
Closed -$71K – 417
2020
Q4 		$71K Buy
+2,358
New +$69.6K 0.02% 256

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's EXC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Exelon (EXC) in Q1 2021, closing a stake of 2,358 shares — an estimated $71K sold.

Regent Peak Wealth Advisors first reported a position in EXC in Q4 2020 and held it in 1 quarter. The position peaked at $71K in Q4 2020. 922 funds tracked by Wall St. Rank hold EXC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Exelon position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,358 Exelon shares in Q1 2021, an estimated $71K.
  • Regent Peak Wealth Advisors first reported a position in Exelon in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Exelon position peaked at $71K in Q4 2020.
  • 922 funds tracked by Wall St. Rank held Exelon as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.