Affiance Financial’s Exelon EXC Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-750	Closed	-$32.4K	–	199
2022 Q4	$32.4K	Buy	+750	New	+$29.6K	0.01%	196

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

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

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

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

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

Affiance Financial's EXC Position: Q1 2023 in Review

Affiance Financial sold out of Exelon (EXC) in Q1 2023, closing a stake of 750 shares — an estimated $32.4K sold.

Affiance Financial first reported a position in EXC in Q4 2022 and held it in 1 quarter. The position peaked at $32.4K in Q4 2022. 999 funds tracked by Wall St. Rank hold EXC as of Q1 2023.

Affiance Financial reported no remaining Exelon position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 750 Exelon shares in Q1 2023, an estimated $32.4K.
Affiance Financial first reported a position in Exelon in Q4 2022 and held it in 1 quarter.
Affiance Financial's Exelon position peaked at $32.4K in Q4 2022.
999 funds tracked by Wall St. Rank held Exelon as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.