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CFS Investment Advisory Services’s Exelon EXC Stock Holding History

CFS Investment Advisory Services’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
Q4 		– Sell
-24,199
Closed -$1K – 169
2022
Q3 		$1K Buy
+24,199
New +$1.07M ﹤0.01% 187

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CFS Investment Advisory Services's EXC Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Exelon (EXC) in Q4 2022, closing a stake of 24,199 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in EXC in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 24,199 Exelon shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in Exelon in Q3 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Exelon position peaked at $1K in Q3 2022.
  • 1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.