Taylor Hoffman Wealth Management’s Exelon EXC Stock Holding History

Taylor Hoffman Wealth Management’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
2020 Q3	–	Sell	-543	Closed	-$14K	–	198
2020 Q2	$14K	Buy	+543	New	+$14.4K	0.01%	272
2020 Q1	–	Sell	-543	Closed	-$18K	–	201
2019 Q4	$18K	Hold	543	–	–	0.01%	278
2019 Q3	$19K	Hold	543	–	–	0.01%	269
2019 Q2	$19K	Hold	543	–	–	0.02%	255
2019 Q1	$19K	Hold	543	–	–	0.01%	253
2018 Q4	$17K	Hold	543	–	–	0.02%	248
2018 Q3	$17K	Hold	543	–	–	0.01%	249
2018 Q2	$16K	Hold	543	–	–	0.01%	236
2018 Q1	$15K	Hold	543	–	–	0.01%	249
2017 Q4	$15K	Buy	+543	New	+$15.6K	0.01%	260

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Taylor Hoffman Wealth Management's EXC Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Exelon (EXC) in Q3 2020, closing a stake of 543 shares — an estimated $14K sold.

Taylor Hoffman Wealth Management first reported a position in EXC in Q4 2017 and held it in 10 quarters. The position peaked at $19K in Q3 2019. 855 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Exelon position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 543 Exelon shares in Q3 2020, an estimated $14K.
Taylor Hoffman Wealth Management first reported a position in Exelon in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Exelon position peaked at $19K in Q3 2019.
855 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.