Claraphi Advisory Network’s Exelon EXC Stock Holding History

Claraphi Advisory Network’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	-30,906	Closed	-$1.16M	–	178
2022 Q3	$1.16M	Sell	30,906 -8,156	-21%	-$361K	0.63%	33
2022 Q2	$1.77M	Sell	39,062 -422	-1%	-$19.8K	0.62%	36
2022 Q1	$1.88M	Buy	+39,484	New	+$1.67M	0.54%	41
2020 Q2	–	Sell	-489	Closed	-$13K	–	555
2020 Q1	$13K	Buy	+489	New	+$15.4K	0.01%	722

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Claraphi Advisory Network's EXC Position: Q4 2022 in Review

Claraphi Advisory Network sold out of Exelon (EXC) in Q4 2022, closing a stake of 30,906 shares — an estimated $1.16M sold.

Claraphi Advisory Network first reported a position in EXC in Q1 2020 and held it in 4 quarters. The position peaked at $1.88M in Q1 2022. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

Claraphi Advisory Network reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
Claraphi Advisory Network sold 30,906 Exelon shares in Q4 2022, an estimated $1.16M.
Claraphi Advisory Network first reported a position in Exelon in Q1 2020 and held it in 4 quarters.
Claraphi Advisory Network's Exelon position peaked at $1.88M in Q1 2022.
1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.