ACG Wealth’s Exelon EXC Stock Holding History

ACG Wealth’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	-831	Closed	-$38K	–	478
2022 Q2	$38K	Buy	+831	New	+$39.1K	0.01%	475

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

ACG Wealth's EXC Position: Q3 2022 in Review

ACG Wealth sold out of Exelon (EXC) in Q3 2022, closing a stake of 831 shares — an estimated $38K sold.

ACG Wealth first reported a position in EXC in Q2 2022 and held it in 1 quarter. The position peaked at $38K in Q2 2022. 988 funds tracked by Wall St. Rank hold EXC as of Q3 2022.

ACG Wealth reported no remaining Exelon position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 831 Exelon shares in Q3 2022, an estimated $38K.
ACG Wealth first reported a position in Exelon in Q2 2022 and held it in 1 quarter.
ACG Wealth's Exelon position peaked at $38K in Q2 2022.
988 funds tracked by Wall St. Rank held Exelon as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.