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Clear Perspectives Financial Planning’s Exelon EXC Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$9.68K Hold
231
– – 0.01% 140
2022
Q4 		$9.99K Hold
231
– – 0.01% 154
2022
Q3 		$9K Buy
+231
New +$10.2K ﹤0.01% 148

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Clear Perspectives Financial Planning's EXC Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Exelon (EXC) position steady in Q1 2023 at 231 shares worth $9.68K. The position accounts for 0.01% of the portfolio, ranked #140.

Clear Perspectives Financial Planning first reported a position in EXC in Q3 2022 and has held it in 3 quarters since. The position peaked at $9.99K in Q4 2022. 999 funds tracked by Wall St. Rank hold EXC as of Q1 2023.

  • Clear Perspectives Financial Planning held 231 shares of Exelon worth $9.68K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Exelon share count unchanged in Q1 2023.
  • Exelon made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #140 holding.
  • Clear Perspectives Financial Planning first reported a position in Exelon in Q3 2022 and has held it in 3 quarters since.
  • Clear Perspectives Financial Planning's Exelon position peaked at $9.99K in Q4 2022.
  • 999 funds tracked by Wall St. Rank held Exelon as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.