WealthShield Partners’s Exelon EXC Stock Holding History

WealthShield Partners’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
2022 Q1	–	Sell	-6,891	Closed	-$284K	–	347
2021 Q4	$284K	Buy	+6,891	New	+$260K	0.05%	241
2021 Q3	–	Sell	-1,304	Closed	-$41K	–	388
2021 Q2	$41K	Hold	1,304	–	–	0.01%	514
2021 Q1	$40K	Sell	1,304 -7,243	-85%	-$218K	0.01%	499
2020 Q4	$257K	Sell	8,547 -642	-7%	-$18.9K	0.05%	251
2020 Q3	$234K	Buy	+9,189	New	+$244K	0.08%	227
2019 Q1	–	Sell	-11,656	Closed	-$375K	–	270
2018 Q4	$375K	Buy	+11,656	New	+$373K	0.26%	78

Other funds holding EXC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

WealthShield Partners's EXC Position: Q1 2022 in Review

WealthShield Partners sold out of Exelon (EXC) in Q1 2022, closing a stake of 6,891 shares — an estimated $284K sold.

WealthShield Partners first reported a position in EXC in Q4 2018 and held it in 6 quarters. The position peaked at $375K in Q4 2018. 1,025 funds tracked by Wall St. Rank hold EXC as of Q1 2022.

WealthShield Partners reported no remaining Exelon position as of Q1 2022 after selling out during the quarter.
WealthShield Partners sold 6,891 Exelon shares in Q1 2022, an estimated $284K.
WealthShield Partners first reported a position in Exelon in Q4 2018 and held it in 6 quarters.
WealthShield Partners's Exelon position peaked at $375K in Q4 2018.
1,025 funds tracked by Wall St. Rank held Exelon as of Q1 2022.

Based on WealthShield Partners's 13F filing for Q1 2022, filed 9 May 2022.