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Heritage Wealth Management (Arizona)’s Exelon EXC Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$16.3K Buy
378
+268
+244% +$10.6K ﹤0.01% 704
2022
Q3 		$4K Buy
110
+101
+1,122% +$4.47K ﹤0.01% 781
2022
Q2 		$408 Hold
9
– – ﹤0.01% 952
2022
Q1 		$0 Buy
+9
New +$381 ﹤0.01% 982
2021
Q3 		$0 Sell
13
-47
-78% -$1.61K ﹤0.01% 902
2021
Q2 		$2K Hold
60
– – ﹤0.01% 829
2021
Q1 		$2K Buy
+60
New +$1.8K ﹤0.01% 696

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EXC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Exelon (EXC) stake by 244% in Q4 2022, buying an estimated $10.6K and bringing the position to 378 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Heritage Wealth Management (Arizona) first reported a position in EXC in Q1 2021 and has held it in 7 quarters since. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 378 shares of Exelon worth $16.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 268 Exelon shares in Q4 2022, an estimated $10.6K.
  • Exelon made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #704 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Exelon in Q1 2021 and has held it in 7 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.