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ShoreHaven Wealth Partners’s Exelon EXC Stock Holding History

ShoreHaven 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
Q2 		– Sell
-129
Closed -$4K – 123
2021
Q1 		$4K Hold
129
– – ﹤0.01% 227
2020
Q4 		$4K Buy
+129
New +$3.81K ﹤0.01% 202

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ShoreHaven Wealth Partners's EXC Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Exelon (EXC) in Q2 2021, closing a stake of 129 shares — an estimated $4K sold.

ShoreHaven Wealth Partners first reported a position in EXC in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 920 funds tracked by Wall St. Rank hold EXC as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Exelon position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 129 Exelon shares in Q2 2021, an estimated $4K.
  • ShoreHaven Wealth Partners first reported a position in Exelon in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Exelon position peaked at $4K in Q1 2021.
  • 920 funds tracked by Wall St. Rank held Exelon as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.