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Baker Tilly Wealth Management’s Exelon EXC Stock Holding History

Baker Tilly Wealth Management’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
Q2 		– Sell
-6,473
Closed -$243K – 326
2024
Q1 		$243K Sell
6,473
-42
-0.6% -$1.5K 0.04% 381
2023
Q4 		$234K Buy
6,515
+133
+2% +$5.12K 0.04% 422
2023
Q3 		$241K Sell
6,382
-29
-0.5% -$1.18K 0.04% 404
2023
Q2 		$261K Sell
6,411
-181
-3% -$7.48K 0.03% 474
2023
Q1 		$276K Buy
6,592
+331
+5% +$13.8K 0.03% 464
2022
Q4 		$271K Buy
6,261
+605
+11% +$23.9K 0.03% 451
2022
Q3 		$212K Buy
5,656
+2
+0% +$88 0.03% 468
2022
Q2 		$256K Buy
5,654
+18
+0.3% +$846 0.03% 433
2022
Q1 		$268K Sell
5,636
-11
-0.2% -$466 0.03% 445
2021
Q4 		$233K Buy
+5,647
New +$213K 0.03% 475
2021
Q2 		– Sell
-6,488
Closed -$202K – 496
2021
Q1 		$202K Buy
+6,488
New +$195K 0.04% 447

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Baker Tilly Wealth Management's EXC Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Exelon (EXC) in Q2 2024, closing a stake of 6,473 shares — an estimated $243K sold.

Baker Tilly Wealth Management first reported a position in EXC in Q1 2021 and held it in 11 quarters. The position peaked at $276K in Q1 2023. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,473 Exelon shares in Q2 2024, an estimated $243K.
  • Baker Tilly Wealth Management first reported a position in Exelon in Q1 2021 and held it in 11 quarters.
  • Baker Tilly Wealth Management's Exelon position peaked at $276K in Q1 2023.
  • 989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.