Better Money Decisions’s Exelon EXC Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-1,203	Closed	-$55K	–	179
2022 Q2	$55K	Buy	+1,203	New	+$56.6K	0.05%	135
2021 Q4	–	Sell	-1,687	Closed	-$58K	–	236
2021 Q3	$58K	Hold	1,687	–	–	0.05%	146
2021 Q2	$53K	Buy	1,687 +2	+0.1%	+$64	0.05%	148
2021 Q1	$53K	Buy	+1,685	New	+$50.6K	0.05%	124

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Better Money Decisions's EXC Position: Q3 2022 in Review

Better Money Decisions sold out of Exelon (EXC) in Q3 2022, closing a stake of 1,203 shares — an estimated $55K sold.

Better Money Decisions first reported a position in EXC in Q1 2021 and held it in 4 quarters. The position peaked at $58K in Q3 2021. 988 funds tracked by Wall St. Rank hold EXC as of Q3 2022.

Better Money Decisions reported no remaining Exelon position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 1,203 Exelon shares in Q3 2022, an estimated $55K.
Better Money Decisions first reported a position in Exelon in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Exelon position peaked at $58K in Q3 2021.
988 funds tracked by Wall St. Rank held Exelon as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.