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Weaver Consulting Group’s Exelon EXC Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-841
Closed -$22K – 381
2020
Q3 		$22K Hold
841
– – 0.01% 385
2020
Q2 		$22K Hold
841
– – 0.01% 377
2020
Q1 		$22K Hold
841
– – 0.01% 321
2019
Q4 		$29K Sell
841
-28
-3% -$907 0.02% 310
2019
Q3 		$29K Hold
869
– – 0.02% 289
2019
Q2 		$30K Hold
869
– – 0.02% 276
2019
Q1 		$31K Buy
+869
New +$29.6K 0.01% 588

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Weaver Consulting Group's EXC Position: Q4 2020 in Review

Weaver Consulting Group sold out of Exelon (EXC) in Q4 2020, closing a stake of 841 shares — an estimated $22K sold.

Weaver Consulting Group first reported a position in EXC in Q1 2019 and held it in 7 quarters. The position peaked at $31K in Q1 2019. 919 funds tracked by Wall St. Rank hold EXC as of Q4 2020.

  • Weaver Consulting Group reported no remaining Exelon position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 841 Exelon shares in Q4 2020, an estimated $22K.
  • Weaver Consulting Group first reported a position in Exelon in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Exelon position peaked at $31K in Q1 2019.
  • 919 funds tracked by Wall St. Rank held Exelon as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.