Global Wealth Management Investment Advisory’s Exelon EXC Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-383	Closed	-$13.8K	–	240
2023 Q4	$13.8K	Hold	383	–	–	﹤0.01%	273
2023 Q3	$14.5K	Hold	383	–	–	﹤0.01%	270
2023 Q2	$15.6K	Buy	+383	New	+$15.8K	﹤0.01%	268
2022 Q3	–	Sell	-683	Closed	-$31K	–	252
2022 Q2	$31K	Hold	683	–	–	0.01%	208
2022 Q1	$33K	Sell	683 -275	-29%	-$11.6K	0.01%	220
2021 Q4	$39K	Hold	958	–	–	0.01%	205
2021 Q3	$33K	Hold	958	–	–	0.01%	226
2021 Q2	$30K	Hold	958	–	–	0.01%	219
2021 Q1	$30K	Hold	958	–	–	0.01%	219
2020 Q4	$29K	Hold	958	–	–	0.01%	215
2020 Q3	$24K	Hold	958	–	–	0.01%	219
2020 Q2	$25K	Hold	958	–	–	0.01%	255
2020 Q1	$25K	Hold	958	–	–	0.01%	232
2019 Q4	$31K	Buy	958 +401	+72%	+$13K	0.01%	223
2019 Q3	$19K	Hold	557	–	–	0.01%	252
2019 Q2	$19K	Sell	557 -22	-4%	-$776	0.01%	277
2019 Q1	$21K	Buy	579 +342	+144%	+$11.6K	0.01%	301
2018 Q4	$8K	Buy	+237	New	+$7.58K	﹤0.01%	419

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's EXC Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Exelon (EXC) in Q1 2024, closing a stake of 383 shares — an estimated $13.8K sold.

Global Wealth Management Investment Advisory first reported a position in EXC in Q4 2018 and held it in 18 quarters. The position peaked at $39K in Q4 2021. 1,007 funds tracked by Wall St. Rank hold EXC as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Exelon position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 383 Exelon shares in Q1 2024, an estimated $13.8K.
Global Wealth Management Investment Advisory first reported a position in Exelon in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Exelon position peaked at $39K in Q4 2021.
1,007 funds tracked by Wall St. Rank held Exelon as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.