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Almanack Investment Partners’s Exelon EXC Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-2,809
Closed -$105K – 485
2022
Q3 		$105K Buy
+2,809
New +$124K 0.02% 181
2022
Q1 		– Sell
-5,019
Closed -$207K – 511
2021
Q4 		$207K Buy
+5,019
New +$189K 0.02% 465

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Almanack Investment Partners's EXC Position: Q4 2022 in Review

Almanack Investment Partners sold out of Exelon (EXC) in Q4 2022, closing a stake of 2,809 shares — an estimated $105K sold.

Almanack Investment Partners first reported a position in EXC in Q4 2021 and held it in 2 quarters. The position peaked at $207K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

  • Almanack Investment Partners reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 2,809 Exelon shares in Q4 2022, an estimated $105K.
  • Almanack Investment Partners first reported a position in Exelon in Q4 2021 and held it in 2 quarters.
  • Almanack Investment Partners's Exelon position peaked at $207K in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.