Graves Light Lenhart Wealth’s Exelon EXC Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-124	Closed	-$6K	–	305
2022 Q2	$6K	Sell	124 -91	-42%	-$4.28K	﹤0.01%	524
2022 Q1	$10K	Sell	215 -85	-28%	-$3.6K	﹤0.01%	540
2021 Q4	$12K	Hold	300	–	–	﹤0.01%	585
2021 Q3	$10K	Buy	300 +1	+0.3%	+$34	﹤0.01%	556
2021 Q2	$9K	Buy	299 +2	+0.7%	+$64	﹤0.01%	570
2021 Q1	$9K	Buy	297 +1	+0.3%	+$30	﹤0.01%	579
2020 Q4	$9K	Buy	+296	New	+$8.74K	﹤0.01%	559

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

Graves Light Lenhart Wealth's EXC Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Exelon (EXC) in Q3 2022, closing a stake of 124 shares — an estimated $6K sold.

Graves Light Lenhart Wealth first reported a position in EXC in Q4 2020 and held it in 7 quarters. The position peaked at $12K in Q4 2021. 988 funds tracked by Wall St. Rank hold EXC as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Exelon position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 124 Exelon shares in Q3 2022, an estimated $6K.
Graves Light Lenhart Wealth first reported a position in Exelon in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Exelon position peaked at $12K in Q4 2021.
988 funds tracked by Wall St. Rank held Exelon as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.