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Ables Iannone Moore & Associates’s Exelon EXC Stock Holding History

Ables Iannone Moore & Associates’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
-1,537
Closed -$55.2K – 143
2023
Q4 		$55.2K Buy
+1,537
New +$59.2K 0.04% 93

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ables Iannone Moore & Associates's EXC Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Exelon (EXC) in Q1 2024, closing a stake of 1,537 shares — an estimated $55.2K sold.

Ables Iannone Moore & Associates first reported a position in EXC in Q4 2023 and held it in 1 quarter. The position peaked at $55.2K in Q4 2023. 1,007 funds tracked by Wall St. Rank hold EXC as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Exelon position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 1,537 Exelon shares in Q1 2024, an estimated $55.2K.
  • Ables Iannone Moore & Associates first reported a position in Exelon in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Exelon position peaked at $55.2K in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held Exelon as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.