Summit Wealth Group’s Exelon EXC Stock Holding History

Summit Wealth Group’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	-95	Closed	-$3K	–	107
2021 Q2	$3K	Hold	95	–	–	﹤0.01%	149
2021 Q1	$3K	Buy	+95	New	+$2.85K	﹤0.01%	139

Other funds holding EXC

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Summit Wealth Group's EXC Position: Q3 2021 in Review

Summit Wealth Group sold out of Exelon (EXC) in Q3 2021, closing a stake of 95 shares — an estimated $3K sold.

Summit Wealth Group first reported a position in EXC in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 933 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

Summit Wealth Group reported no remaining Exelon position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 95 Exelon shares in Q3 2021, an estimated $3K.
Summit Wealth Group first reported a position in Exelon in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Exelon position peaked at $3K in Q2 2021.
933 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.