Cahill Financial Advisors’s Exelon EXC Stock Holding History

Cahill Financial 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
2021 Q4	–	Sell	-136	Closed	-$5K	–	404
2021 Q3	$5K	Buy	+136	New	+$4.65K	﹤0.01%	675

Other funds holding EXC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cahill Financial Advisors's EXC Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Exelon (EXC) in Q4 2021, closing a stake of 136 shares — an estimated $5K sold.

Cahill Financial Advisors first reported a position in EXC in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 1,069 funds tracked by Wall St. Rank hold EXC as of Q4 2021.

Cahill Financial Advisors reported no remaining Exelon position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 136 Exelon shares in Q4 2021, an estimated $5K.
Cahill Financial Advisors first reported a position in Exelon in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's Exelon position peaked at $5K in Q3 2021.
1,069 funds tracked by Wall St. Rank held Exelon as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.