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Dorsey Wright & Associates’s Exelon EXC Stock Holding History

Dorsey Wright & Associates’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
Q2 		$3.88M Buy
85,615
+36,736
+75% +$1.73M 1.14% 30
2022
Q1 		$2.33M Buy
+48,879
New +$2.07M 0.54% 93

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dorsey Wright & Associates's EXC Position: Q2 2022 in Review

Dorsey Wright & Associates increased its Exelon (EXC) stake by 75% in Q2 2022, buying an estimated $1.73M and bringing the position to 85,615 shares worth $3.88M. The position accounts for 1.14% of the portfolio, ranked #30.

Dorsey Wright & Associates first reported a position in EXC in Q1 2022 and has held it in 2 quarters since. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

  • Dorsey Wright & Associates held 85,615 shares of Exelon worth $3.88M as of Q2 2022.
  • Dorsey Wright & Associates bought 36,736 Exelon shares in Q2 2022, an estimated $1.73M.
  • Exelon made up 1.14% of Dorsey Wright & Associates's portfolio in Q2 2022, its #30 holding.
  • Dorsey Wright & Associates first reported a position in Exelon in Q1 2022 and has held it in 2 quarters since.
  • 1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Dorsey Wright & Associates's 13F filing for Q2 2022, filed 20 Jul 2022.