TRUE Private Wealth Advisors’s Exelon EXC Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-481	Closed	-$14K	–	390
2020 Q4	$14K	Hold	481	–	–	﹤0.01%	499
2020 Q3	$12K	Hold	481	–	–	﹤0.01%	470
2020 Q2	$12K	Hold	481	–	–	﹤0.01%	462
2020 Q1	$12K	Sell	481 -147	-23%	-$4.62K	﹤0.01%	422
2019 Q4	$20K	Sell	628 -8,327	-93%	-$270K	﹤0.01%	487
2019 Q3	$308K	Buy	8,955 +2,761	+45%	+$92.7K	0.05%	158
2019 Q2	$211K	Buy	+6,194	New	+$219K	0.04%	185
2018 Q4	–	Sell	-4,885	Closed	-$152K	–	468
2018 Q3	$152K	Buy	+4,885	New	+$150K	0.02%	298

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

TRUE Private Wealth Advisors's EXC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Exelon (EXC) in Q1 2021, closing a stake of 481 shares — an estimated $14K sold.

TRUE Private Wealth Advisors first reported a position in EXC in Q3 2018 and held it in 8 quarters. The position peaked at $308K in Q3 2019. 922 funds tracked by Wall St. Rank hold EXC as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Exelon position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 481 Exelon shares in Q1 2021, an estimated $14K.
TRUE Private Wealth Advisors first reported a position in Exelon in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Exelon position peaked at $308K in Q3 2019.
922 funds tracked by Wall St. Rank held Exelon as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.