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Impact Partnership Wealth’s Exelon EXC Stock Holding History

Impact Partnership 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
2024
Q2 		– Sell
-316
Closed -$11.9K – 358
2024
Q1 		$11.9K Hold
316
– – ﹤0.01% 432
2023
Q4 		$11.3K Hold
316
– – ﹤0.01% 485
2023
Q3 		$11.9K Buy
316
+200
+172% +$8.15K ﹤0.01% 564
2023
Q2 		$4.73K Buy
+116
New +$4.79K ﹤0.01% 507

Other funds holding EXC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Impact Partnership Wealth's EXC Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Exelon (EXC) in Q2 2024, closing a stake of 316 shares — an estimated $11.9K sold.

Impact Partnership Wealth first reported a position in EXC in Q2 2023 and held it in 4 quarters. The position peaked at $11.9K in Q3 2023. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 316 Exelon shares in Q2 2024, an estimated $11.9K.
  • Impact Partnership Wealth first reported a position in Exelon in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Exelon position peaked at $11.9K in Q3 2023.
  • 989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.