Advisory Research’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,291
Closed -$256K 445
2023
Q2
$256K Buy
+6,291
New +$260K 0.03% 404
2014
Q2
Sell
-5,137
Closed -$123K 442
2014
Q1
$123K Buy
+5,137
New +$108K ﹤0.01% 337

Other funds holding EXC

Advisory Research's EXC Position: Q3 2023 in Review

Advisory Research sold out of Exelon (EXC) in Q3 2023, closing a stake of 6,291 shares — an estimated $256K sold.

Advisory Research first reported a position in EXC in Q1 2014 and held it in 2 quarters. The position peaked at $256K in Q2 2023. 997 funds tracked by Wall St. Rank hold EXC as of Q3 2023.

  • Advisory Research reported no remaining Exelon position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 6,291 Exelon shares in Q3 2023, an estimated $256K.
  • Advisory Research first reported a position in Exelon in Q1 2014 and held it in 2 quarters.
  • Advisory Research's Exelon position peaked at $256K in Q2 2023.
  • 997 funds tracked by Wall St. Rank held Exelon as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.