BOSSRA
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B.O.S.S. Retirement Advisors’s Exelon EXC Stock Holding History

B.O.S.S. Retirement Advisors’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
Q4 		– Sell
-108,910
Closed -$4.42M – 222
2024
Q3 		$4.42M Buy
108,910
+13,304
+14% +$500K 0.89% 36
2024
Q2 		$3.31M Sell
95,606
-3,332
-3% -$123K 0.85% 40
2024
Q1 		$3.55M Sell
98,938
-4,937
-5% -$176K 1.36% 16
2023
Q4 		$3.73M Buy
103,875
+4,011
+4% +$154K 0.72% 32
2023
Q3 		$3.77M Buy
99,864
+3,776
+4% +$154K 0.81% 23
2023
Q2 		$3.91M Buy
96,088
+42,502
+79% +$1.76M 0.83% 23
2023
Q1 		$2.24M Buy
53,586
+4,233
+9% +$176K 0.53% 56
2022
Q4 		$2.13M Buy
+49,353
New +$1.95M 0.55% 62

Other funds holding EXC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return