Resolute Advisors’s Exelon EXC Stock Holding History

Resolute 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 Q4	–	Sell	-335	Closed	-$12K	–	305
2021 Q3	$12K	Hold	335	–	–	﹤0.01%	293
2021 Q2	$11K	Hold	335	–	–	﹤0.01%	260
2021 Q1	$10K	Buy	335 +292	+679%	+$8.77K	﹤0.01%	229
2020 Q4	$1K	Buy	+43	New	+$1.27K	﹤0.01%	105

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Resolute Advisors's EXC Position: Q4 2021 in Review

Resolute Advisors sold out of Exelon (EXC) in Q4 2021, closing a stake of 335 shares — an estimated $12K sold.

Resolute Advisors first reported a position in EXC in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2021. 1,069 funds tracked by Wall St. Rank hold EXC as of Q4 2021.

Resolute Advisors reported no remaining Exelon position as of Q4 2021 after selling out during the quarter.
Resolute Advisors sold 335 Exelon shares in Q4 2021, an estimated $12K.
Resolute Advisors first reported a position in Exelon in Q4 2020 and held it in 4 quarters.
Resolute Advisors's Exelon position peaked at $12K in Q3 2021.
1,069 funds tracked by Wall St. Rank held Exelon as of Q4 2021.

Based on Resolute Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.