Herold Advisors’s Exelon EXC Stock Holding History

Herold Advisors’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	-150	Closed	-$7.14K	–	332
2022 Q1	$7.14K	Buy	+150	New	+$6.35K	﹤0.01%	639

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Herold Advisors's EXC Position: Q2 2022 in Review

Herold Advisors sold out of Exelon (EXC) in Q2 2022, closing a stake of 150 shares — an estimated $7.14K sold.

Herold Advisors first reported a position in EXC in Q1 2022 and held it in 1 quarter. The position peaked at $7.14K in Q1 2022. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

Herold Advisors reported no remaining Exelon position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 150 Exelon shares in Q2 2022, an estimated $7.14K.
Herold Advisors first reported a position in Exelon in Q1 2022 and held it in 1 quarter.
Herold Advisors's Exelon position peaked at $7.14K in Q1 2022.
1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.