Able Wealth Management’s Exelon EXC Stock Holding History

Able Wealth Management’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
2024 Q1	–	Sell	-1,699	Closed	-$61K	–	240
2023 Q4	$61K	Buy	+1,699	New	+$65.4K	0.06%	123

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Able Wealth Management's EXC Position: Q1 2024 in Review

Able Wealth Management sold out of Exelon (EXC) in Q1 2024, closing a stake of 1,699 shares — an estimated $61K sold.

Able Wealth Management first reported a position in EXC in Q4 2023 and held it in 1 quarter. The position peaked at $61K in Q4 2023. 1,007 funds tracked by Wall St. Rank hold EXC as of Q1 2024.

Able Wealth Management reported no remaining Exelon position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 1,699 Exelon shares in Q1 2024, an estimated $61K.
Able Wealth Management first reported a position in Exelon in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Exelon position peaked at $61K in Q4 2023.
1,007 funds tracked by Wall St. Rank held Exelon as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.