FourThought Financial’s Exelon EXC Stock Holding History

FourThought Financial’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	$164K	Sell	4,387 -260	-6%	-$11.5K	0.02%	328
2022 Q2	$211K	Sell	4,647 -148	-3%	-$6.96K	0.03%	301
2022 Q1	$228K	Sell	4,795 -2,026	-30%	-$85.8K	0.03%	318
2021 Q4	$281K	Sell	6,821 -1,004	-13%	-$37.8K	0.04%	286
2021 Q3	$269K	Sell	7,825 -1,069	-12%	-$36.5K	0.04%	287
2021 Q2	$281K	Sell	8,894 -3,874	-30%	-$125K	0.04%	298
2021 Q1	$398K	Sell	12,768 -770	-6%	-$23.1K	0.06%	240
2020 Q4	$407K	Buy	+13,538	New	+$400K	0.07%	230

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

FourThought Financial's EXC Position: Q3 2022 in Review

FourThought Financial reduced its Exelon (EXC) stake by 5.6% in Q3 2022, selling an estimated $11.5K and leaving 4,387 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #328.

FourThought Financial first reported a position in EXC in Q4 2020 and has held it in 8 quarters since. The position peaked at $407K in Q4 2020. 989 funds tracked by Wall St. Rank hold EXC as of Q3 2022.

FourThought Financial held 4,387 shares of Exelon worth $164K as of Q3 2022.
FourThought Financial sold 260 Exelon shares in Q3 2022, an estimated $11.5K.
Exelon made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #328 holding.
FourThought Financial first reported a position in Exelon in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Exelon position peaked at $407K in Q4 2020.
989 funds tracked by Wall St. Rank held Exelon as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.