BDO Wealth Advisors’s Exelon EXC Stock Holding History

BDO Wealth 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
2023 Q2	$26.5K	Buy	651 +426	+189%	+$17.6K	﹤0.01%	534
2023 Q1	$9.43K	Hold	225	–	–	﹤0.01%	713
2022 Q4	$9.73K	Hold	225	–	–	﹤0.01%	687
2022 Q3	$8K	Sell	225 -200	-47%	-$8.84K	﹤0.01%	747
2022 Q2	$19K	Sell	425 -127	-23%	-$5.97K	﹤0.01%	570
2022 Q1	$26K	Buy	552 +58	+12%	+$2.46K	﹤0.01%	554
2021 Q4	$20K	Buy	494 +179	+57%	+$6.74K	﹤0.01%	620
2021 Q3	$11K	Sell	315 -211	-40%	-$7.21K	﹤0.01%	707
2021 Q2	$17K	Hold	526	–	–	﹤0.01%	661
2021 Q1	$16K	Hold	526	–	–	﹤0.01%	648
2020 Q4	$16K	Hold	526	–	–	﹤0.01%	488
2020 Q3	$13K	Hold	526	–	–	﹤0.01%	467
2020 Q2	$14K	Sell	526 -35	-6%	-$929	﹤0.01%	463
2020 Q1	$15K	Buy	561 +351	+167%	+$11K	﹤0.01%	491
2019 Q4	$7K	Buy	+210	New	+$6.8K	﹤0.01%	455
2019 Q2	–	Sell	-367	Closed	-$13K	–	634
2019 Q1	$13K	Sell	367 -449	-55%	-$15.3K	﹤0.01%	403
2018 Q4	$26K	Sell	816 -14	-2%	-$448	0.01%	314
2018 Q3	$26K	Sell	830 -71	-8%	-$2.19K	0.01%	354
2018 Q2	$27K	Buy	901 +452	+101%	+$12.9K	0.01%	354
2018 Q1	$12K	Hold	449	–	–	﹤0.01%	378
2017 Q4	$13K	Hold	449	–	–	0.01%	313
2017 Q3	$12K	Hold	449	–	–	0.01%	296
2017 Q2	$12K	Buy	+449	New	+$11.4K	0.01%	350

Other funds holding EXC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BDO Wealth Advisors's EXC Position: Q2 2023 in Review

BDO Wealth Advisors increased its Exelon (EXC) stake by 189% in Q2 2023, buying an estimated $17.6K and bringing the position to 651 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

BDO Wealth Advisors first reported a position in EXC in Q2 2017 and has held it in 23 quarters since. The position peaked at $27K in Q2 2018. 1,004 funds tracked by Wall St. Rank hold EXC as of Q2 2023.

BDO Wealth Advisors held 651 shares of Exelon worth $26.5K as of Q2 2023.
BDO Wealth Advisors bought 426 Exelon shares in Q2 2023, an estimated $17.6K.
Exelon made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #534 holding.
BDO Wealth Advisors first reported a position in Exelon in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's Exelon position peaked at $27K in Q2 2018.
1,004 funds tracked by Wall St. Rank held Exelon as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.