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Wright Investors Service’s Exelon EXC Stock Holding History

Wright Investors Service’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
Q3 		– Sell
-19,373
Closed -$612K – 151
2021
Q2 		$612K Buy
19,373
+2,229
+13% +$71.8K 0.17% 121
2021
Q1 		$535K Sell
17,144
-10,014
-37% -$301K 0.16% 126
2020
Q4 		$817K Buy
27,158
+4,462
+20% +$132K 0.28% 97
2020
Q3 		$579K Buy
+22,696
New +$602K 0.21% 103

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wright Investors Service's EXC Position: Q3 2021 in Review

Wright Investors Service sold out of Exelon (EXC) in Q3 2021, closing a stake of 19,373 shares — an estimated $612K sold.

Wright Investors Service first reported a position in EXC in Q3 2020 and held it in 4 quarters. The position peaked at $817K in Q4 2020. 933 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

  • Wright Investors Service reported no remaining Exelon position as of Q3 2021 after selling out during the quarter.
  • Wright Investors Service sold 19,373 Exelon shares in Q3 2021, an estimated $612K.
  • Wright Investors Service first reported a position in Exelon in Q3 2020 and held it in 4 quarters.
  • Wright Investors Service's Exelon position peaked at $817K in Q4 2020.
  • 933 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Wright Investors Service's 13F filing for Q3 2021, filed 1 Nov 2021.