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Freedman Financial Associates’s Exelon EXC Stock Holding History

Freedman Financial 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 		– Sell
-3,614
Closed -$171K – 128
2022
Q1 		$171K Sell
3,614
-1,453
-29% -$61.6K 0.12% 86
2021
Q4 		$209K Hold
5,067
– – 0.14% 76
2021
Q3 		$175K Hold
5,067
– – 0.13% 75
2021
Q2 		$160K Sell
5,067
-841
-14% -$27.1K 0.12% 75
2021
Q1 		$184K Hold
5,908
– – 0.15% 63
2020
Q4 		$178K Buy
+5,908
New +$174K 0.16% 62

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

Freedman Financial Associates's EXC Position: Q2 2022 in Review

Freedman Financial Associates sold out of Exelon (EXC) in Q2 2022, closing a stake of 3,614 shares — an estimated $171K sold.

Freedman Financial Associates first reported a position in EXC in Q4 2020 and held it in 6 quarters. The position peaked at $209K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

  • Freedman Financial Associates reported no remaining Exelon position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 3,614 Exelon shares in Q2 2022, an estimated $171K.
  • Freedman Financial Associates first reported a position in Exelon in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Exelon position peaked at $209K in Q4 2021.
  • 1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.