Wealthcare Capital Management’s Exelon EXC Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-188	Closed	-$6K	–	275
2021 Q1	$6K	Buy	+188	New	+$5.65K	﹤0.01%	343
2020 Q1	–	Sell	-125	Closed	-$4K	–	387
2019 Q4	$4K	Buy	+125	New	+$4.05K	﹤0.01%	294
2015 Q3	–	Sell	-259	Closed	-$6K	–	292
2015 Q2	$6K	Sell	259 -1,456	-85%	-$34.9K	﹤0.01%	245
2015 Q1	$41K	Buy	+1,715	New	+$42.5K	﹤0.01%	286

Other funds holding EXC

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

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

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

Wealthcare Capital Management's EXC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Exelon (EXC) in Q2 2021, closing a stake of 188 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in EXC in Q1 2015 and held it in 4 quarters. The position peaked at $41K in Q1 2015. 918 funds tracked by Wall St. Rank hold EXC as of Q2 2021.

Wealthcare Capital Management reported no remaining Exelon position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 188 Exelon shares in Q2 2021, an estimated $6K.
Wealthcare Capital Management first reported a position in Exelon in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's Exelon position peaked at $41K in Q1 2015.
918 funds tracked by Wall St. Rank held Exelon as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.