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Coppell Advisory Solutions Corp’s Exelon EXC Stock Holding History

Coppell Advisory Solutions Corp’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 		– Sell
-4
Closed -$173 – 486
2022
Q4 		$173 Buy
+4
New +$158 ﹤0.01% 1124

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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

Coppell Advisory Solutions Corp's EXC Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Exelon (EXC) in Q1 2023, closing a stake of 4 shares — an estimated $173 sold.

Coppell Advisory Solutions Corp first reported a position in EXC in Q4 2022 and held it in 1 quarter. The position peaked at $173 in Q4 2022. 999 funds tracked by Wall St. Rank hold EXC as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Exelon position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 4 Exelon shares in Q1 2023, an estimated $173.
  • Coppell Advisory Solutions Corp first reported a position in Exelon in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Exelon position peaked at $173 in Q4 2022.
  • 999 funds tracked by Wall St. Rank held Exelon as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.