WealthStone’s Exelon EXC Stock Holding History

WealthStone’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	–	Sell	-12,252	Closed	-$317K	–	218
2020 Q2	$317K	Buy	+12,252	New	+$325K	0.15%	108
2019 Q3	–	Sell	-38	Closed	-$1.29K	–	243
2019 Q2	$1.29K	Buy	+38	New	+$1.34K	﹤0.01%	617

Other funds holding EXC

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

WealthStone's EXC Position: Q3 2020 in Review

WealthStone sold out of Exelon (EXC) in Q3 2020, closing a stake of 12,252 shares — an estimated $317K sold.

WealthStone first reported a position in EXC in Q2 2019 and held it in 2 quarters. The position peaked at $317K in Q2 2020. 855 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

WealthStone reported no remaining Exelon position as of Q3 2020 after selling out during the quarter.
WealthStone sold 12,252 Exelon shares in Q3 2020, an estimated $317K.
WealthStone first reported a position in Exelon in Q2 2019 and held it in 2 quarters.
WealthStone's Exelon position peaked at $317K in Q2 2020.
855 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.