1834 Investment Advisors’s Exelon EXC Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-250	Closed	-$11K	–	281
2022 Q2	$11K	Hold	250	–	–	﹤0.01%	368
2022 Q1	$12K	Sell	250 -101	-29%	-$4.28K	﹤0.01%	340
2021 Q4	$14K	Hold	351	–	–	﹤0.01%	358
2021 Q3	$12K	Hold	351	–	–	﹤0.01%	381
2021 Q2	$11K	Hold	351	–	–	﹤0.01%	407
2021 Q1	$11K	Hold	351	–	–	﹤0.01%	373
2020 Q4	$11K	Hold	351	–	–	﹤0.01%	362
2020 Q3	$9K	Hold	351	–	–	﹤0.01%	344
2020 Q2	$9K	Hold	351	–	–	﹤0.01%	335
2020 Q1	$9K	Hold	351	–	–	﹤0.01%	335
2019 Q4	$11K	Buy	+351	New	+$11.4K	﹤0.01%	372

Other funds holding EXC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

1834 Investment Advisors's EXC Position: Q3 2022 in Review

1834 Investment Advisors sold out of Exelon (EXC) in Q3 2022, closing a stake of 250 shares — an estimated $11K sold.

1834 Investment Advisors first reported a position in EXC in Q4 2019 and held it in 11 quarters. The position peaked at $14K in Q4 2021. 988 funds tracked by Wall St. Rank hold EXC as of Q3 2022.

1834 Investment Advisors reported no remaining Exelon position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 250 Exelon shares in Q3 2022, an estimated $11K.
1834 Investment Advisors first reported a position in Exelon in Q4 2019 and held it in 11 quarters.
1834 Investment Advisors's Exelon position peaked at $14K in Q4 2021.
988 funds tracked by Wall St. Rank held Exelon as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.