Focus Financial Network’s Exelon EXC Stock Holding History

Focus Financial Network’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 Q1	–	Sell	-7,048	Closed	-$290K	–	542
2021 Q4	$290K	Buy	+7,048	New	+$265K	0.04%	290
2019 Q4	–	Sell	-7,379	Closed	-$254K	–	411
2019 Q3	$254K	Buy	7,379 +6	+0.1%	+$201	0.04%	323
2019 Q2	$252K	Buy	7,373 +5	+0.1%	+$176	0.04%	319
2019 Q1	$263K	Buy	+7,368	New	+$251K	0.04%	297

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Focus Financial Network's EXC Position: Q1 2022 in Review

Focus Financial Network sold out of Exelon (EXC) in Q1 2022, closing a stake of 7,048 shares — an estimated $290K sold.

Focus Financial Network first reported a position in EXC in Q1 2019 and held it in 4 quarters. The position peaked at $290K in Q4 2021. 1,025 funds tracked by Wall St. Rank hold EXC as of Q1 2022.

Focus Financial Network reported no remaining Exelon position as of Q1 2022 after selling out during the quarter.
Focus Financial Network sold 7,048 Exelon shares in Q1 2022, an estimated $290K.
Focus Financial Network first reported a position in Exelon in Q1 2019 and held it in 4 quarters.
Focus Financial Network's Exelon position peaked at $290K in Q4 2021.
1,025 funds tracked by Wall St. Rank held Exelon as of Q1 2022.

Based on Focus Financial Network's 13F filing for Q1 2022, filed 24 Jul 2024.