Curi Wealth Management’s Exelon EXC Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-586	Closed	-$27K	–	357
2022 Q2	$27K	Hold	586	–	–	0.01%	275
2022 Q1	$27K	Sell	586 -236	-29%	-$10K	﹤0.01%	256
2021 Q4	$33K	Buy	+822	New	+$31K	0.01%	204
2021 Q1	–	Sell	-7	Closed	–	–	224
2020 Q4	$0	Buy	+7	New	+$207	﹤0.01%	427

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Curi Wealth Management's EXC Position: Q3 2022 in Review

Curi Wealth Management sold out of Exelon (EXC) in Q3 2022, closing a stake of 586 shares — an estimated $27K sold.

Curi Wealth Management first reported a position in EXC in Q4 2020 and held it in 4 quarters. The position peaked at $33K in Q4 2021. 988 funds tracked by Wall St. Rank hold EXC as of Q3 2022.

Curi Wealth Management reported no remaining Exelon position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 586 Exelon shares in Q3 2022, an estimated $27K.
Curi Wealth Management first reported a position in Exelon in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Exelon position peaked at $33K in Q4 2021.
988 funds tracked by Wall St. Rank held Exelon as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.