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Tiedemann Advisors’s Exelon EXC Stock Holding History

Tiedemann 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
2020
Q4 		– Sell
-85,164
Closed -$2.17M – 329
2020
Q3 		$2.17M Sell
85,164
-7,088
-8% -$188K 0.11% 121
2020
Q2 		$2.39M Buy
92,252
+33,643
+57% +$893K 0.13% 103
2020
Q1 		$1.54M Sell
58,609
-196,894
-77% -$6.19M 0.1% 124
2019
Q4 		$8.31M Sell
255,503
-191,491
-43% -$6.2M 0.4% 51
2019
Q3 		$15.4M Buy
446,994
+69,022
+18% +$2.32M 0.74% 33
2019
Q2 		$12.9M Buy
377,972
+340
+0.1% +$12K 0.65% 33
2019
Q1 		$13.5M Sell
377,632
-3,998
-1% -$136K 0.64% 37
2018
Q4 		$12.3M Sell
381,630
-70,718
-16% -$2.26M 0.63% 38
2018
Q3 		$14.1M Sell
452,348
-34,125
-7% -$1.05M 0.83% 31
2018
Q2 		$14.8M Buy
486,473
+121,381
+33% +$3.48M 0.94% 27
2018
Q1 		$10.2M Buy
365,092
+145,148
+66% +$3.92M 0.69% 32
2017
Q4 		$6.18M Buy
219,944
+47,860
+28% +$1.38M 0.47% 45
2017
Q3 		$4.36M Buy
172,084
+46,920
+37% +$1.25M 0.39% 52
2017
Q2 		$3.22M Buy
125,164
+7,972
+7% +$203K 0.23% 84
2017
Q1 		$3.01M Buy
117,192
+32,335
+38% +$824K 0.25% 86
2016
Q4 		$2.15M Buy
+84,857
New +$2.01M 0.21% 85

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tiedemann Advisors's EXC Position: Q4 2020 in Review

Tiedemann Advisors sold out of Exelon (EXC) in Q4 2020, closing a stake of 85,164 shares — an estimated $2.17M sold.

Tiedemann Advisors first reported a position in EXC in Q4 2016 and held it in 16 quarters. The position peaked at $15.4M in Q3 2019. 919 funds tracked by Wall St. Rank hold EXC as of Q4 2020.

  • Tiedemann Advisors reported no remaining Exelon position as of Q4 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 85,164 Exelon shares in Q4 2020, an estimated $2.17M.
  • Tiedemann Advisors first reported a position in Exelon in Q4 2016 and held it in 16 quarters.
  • Tiedemann Advisors's Exelon position peaked at $15.4M in Q3 2019.
  • 919 funds tracked by Wall St. Rank held Exelon as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.