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Advisor Partners LLC

SEC CIK
0001456114
Latest filing
Aug 11, 2022

EXC holding history

Exelon Corp in every 13F filed by Advisor Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overviewAll 13F holders of EXCFull Q2 2022 holdings

Shares (Q2 2022)
36,263
Value
$1.64M
% of portfolio
0.1%
Quarters held
6
Since Q1 2021
Holdings of EXC by Advisor Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202236,263$1.64M0.1%+3,421+10.4%AddedHolders
Q1 202232,842$1.56M0.1%+768+2.4%AddedHolders
Q4 202132,074$1.85M0.1%+248+0.8%AddedHolders
Q3 202131,826$1.54M0.1%−392−1.2%ReducedHolders
Q2 202132,218$1.43M0.1%+843+2.7%AddedHolders
Q1 202131,375$1.37M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.