Financial Synergies Wealth Advisors’s Exelon EXC Stock Holding History

Financial Synergies Wealth Advisors’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	-18	Closed	-$677	–	194
2024 Q1	$677	Hold	18	–	–	﹤0.01%	439
2023 Q4	$779	Hold	18	–	–	﹤0.01%	354
2023 Q3	$681	Hold	18	–	–	﹤0.01%	424
2023 Q2	$734	Hold	18	–	–	﹤0.01%	421
2023 Q1	$755	Hold	18	–	–	﹤0.01%	402
2022 Q4	$779	Hold	18	–	–	﹤0.01%	354
2022 Q3	$675	Hold	18	–	–	﹤0.01%	344
2022 Q2	$816	Buy	+18	New	+$846	﹤0.01%	330

Other funds holding EXC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Synergies Wealth Advisors's EXC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Exelon (EXC) in Q2 2024, closing a stake of 18 shares — an estimated $677 sold.

Financial Synergies Wealth Advisors first reported a position in EXC in Q2 2022 and held it in 8 quarters. The position peaked at $816 in Q2 2022. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 18 Exelon shares in Q2 2024, an estimated $677.
Financial Synergies Wealth Advisors first reported a position in Exelon in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Exelon position peaked at $816 in Q2 2022.
989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.