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Standard Family Office’s Exelon EXC Stock Holding History

Standard Family Office’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
-34
Closed -$1K – 231
2021
Q2 		$1K Sell
34
-1,697
-98% -$54.6K ﹤0.01% 490
2021
Q1 		$54K Sell
1,731
-2,942
-63% -$88.4K 0.01% 257
2020
Q4 		$141K Buy
+4,673
New +$138K 0.03% 158

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

Standard Family Office's EXC Position: Q3 2021 in Review

Standard Family Office sold out of Exelon (EXC) in Q3 2021, closing a stake of 34 shares — an estimated $1K sold.

Standard Family Office first reported a position in EXC in Q4 2020 and held it in 3 quarters. The position peaked at $141K in Q4 2020. 933 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

  • Standard Family Office reported no remaining Exelon position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 34 Exelon shares in Q3 2021, an estimated $1K.
  • Standard Family Office first reported a position in Exelon in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's Exelon position peaked at $141K in Q4 2020.
  • 933 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.