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Financial Advocates Investment Management’s Exelon EXC Stock Holding History

Financial Advocates Investment 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
2024
Q2 		– Sell
-6,385
Closed -$240K – 764
2024
Q1 		$240K Buy
6,385
+27
+0.4% +$965 0.01% 670
2023
Q4 		$228K Buy
6,358
+45
+0.7% +$1.73K 0.01% 653
2023
Q3 		$239K Sell
6,313
-886
-12% -$36.1K 0.02% 597
2023
Q2 		$293K Buy
7,199
+28
+0.4% +$1.16K 0.02% 527
2023
Q1 		$300K Buy
7,171
+1,980
+38% +$82.5K 0.02% 557
2022
Q4 		$224K Sell
5,191
-374
-7% -$14.8K 0.02% 646
2022
Q3 		$208K Sell
5,565
-31,368
-85% -$1.39M 0.02% 673
2022
Q2 		$1.67M Buy
36,933
+31,624
+596% +$1.49M 0.14% 187
2022
Q1 		$253K Sell
5,309
-2,168
-29% -$91.8K 0.02% 622
2021
Q4 		$308K Buy
7,477
+102
+1% +$3.84K 0.02% 628
2021
Q3 		$254K Buy
7,375
+2
+0% +$68 0.02% 645
2021
Q2 		$233K Sell
7,373
-293
-4% -$9.43K 0.02% 664
2021
Q1 		$212K Buy
7,666
+548
+8% +$16.5K 0.02% 702
2020
Q4 		$214K Buy
+7,118
New +$210K 0.01% 664

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Financial Advocates Investment Management's EXC Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Exelon (EXC) in Q2 2024, closing a stake of 6,385 shares — an estimated $240K sold.

Financial Advocates Investment Management first reported a position in EXC in Q4 2020 and held it in 14 quarters. The position peaked at $1.67M in Q2 2022. 990 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,385 Exelon shares in Q2 2024, an estimated $240K.
  • Financial Advocates Investment Management first reported a position in Exelon in Q4 2020 and held it in 14 quarters.
  • Financial Advocates Investment Management's Exelon position peaked at $1.67M in Q2 2022.
  • 990 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.