WAM
EXC icon

Wealthspire Advisors (Maryland)’s Exelon EXC Stock Holding History

Wealthspire Advisors (Maryland)’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 		$474K Buy
18,592
+701
+4% +$18.6K 0.02% 282
2020
Q2 		$463K Buy
17,891
+60
+0.3% +$1.59K 0.03% 275
2020
Q1 		$468K Sell
17,831
-879
-5% -$27.6K 0.04% 241
2019
Q4 		$608K Sell
18,710
-109
-0.6% -$3.53K 0.04% 241
2019
Q3 		$648K Sell
18,819
-2,850
-13% -$95.7K 0.05% 214
2019
Q2 		$741K Buy
21,669
+464
+2% +$16.4K 0.06% 183
2019
Q1 		$758K Buy
21,205
+112
+0.5% +$3.81K 0.06% 175
2018
Q4 		$679K Buy
21,093
+2,330
+12% +$74.5K 0.06% 166
2018
Q3 		$584K Sell
18,763
-226
-1% -$6.95K 0.05% 213
2018
Q2 		$577K Buy
18,989
+1,294
+7% +$37K 0.05% 212
2018
Q1 		$492K Buy
17,695
+1,806
+11% +$48.8K 0.05% 247
2017
Q4 		$447K Buy
15,889
+184
+1% +$5.29K 0.04% 282
2017
Q3 		$422K Buy
15,705
+2,104
+15% +$56.3K 0.05% 272
2017
Q2 		$350K Buy
13,601
+128
+1% +$3.26K 0.04% 312
2017
Q1 		$346K Buy
13,473
+168
+1% +$4.28K 0.05% 255
2016
Q4 		$337K Sell
13,305
-502
-4% -$11.9K 0.05% 251
2016
Q3 		$328K Sell
13,807
-656
-5% -$16.5K 0.05% 247
2016
Q2 		$375K Sell
14,463
-63
-0.4% -$1.56K 0.06% 208
2016
Q1 		$372K Buy
14,526
+7,143
+97% +$160K 0.07% 205
2015
Q4 		$146K Buy
+7,383
New +$150K 0.03% 444

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EXC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Exelon (EXC) stake by 3.9% in Q3 2020, buying an estimated $18.6K and bringing the position to 18,592 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #282.

Wealthspire Advisors (Maryland) first reported a position in EXC in Q4 2015 and has held it in 20 quarters since. The position peaked at $758K in Q1 2019. 855 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 18,592 shares of Exelon worth $474K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 701 Exelon shares in Q3 2020, an estimated $18.6K.
  • Exelon made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #282 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Exelon in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Exelon position peaked at $758K in Q1 2019.
  • 855 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.