Independent Solutions Wealth Management’s Exelon EXC Stock Holding History

Independent Solutions Wealth Management’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
2023 Q4	–	Sell	-8,098	Closed	-$306K	–	178
2023 Q3	$306K	Buy	8,098 +2,212	+38%	+$90.1K	0.08%	160
2023 Q2	$240K	Buy	+5,886	New	+$243K	0.06%	192
2022 Q4	–	Sell	-16,010	Closed	-$600K	–	216
2022 Q3	$600K	Hold	16,010	–	–	0.2%	101
2022 Q2	$726K	Buy	16,010 +2,919	+22%	+$137K	0.23%	93
2022 Q1	$624K	Sell	13,091 -3,708	-22%	-$157K	0.15%	117
2021 Q4	$692K	Buy	16,799 +80	+0.5%	+$3.01K	0.16%	114
2021 Q3	$576K	Buy	16,719 +1,478	+10%	+$50.5K	0.14%	125
2021 Q2	$482K	Buy	15,241 +7,327	+93%	+$236K	0.12%	135
2021 Q1	$247K	Buy	+7,914	New	+$238K	0.07%	169

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Solutions Wealth Management's EXC Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Exelon (EXC) in Q4 2023, closing a stake of 8,098 shares — an estimated $306K sold.

Independent Solutions Wealth Management first reported a position in EXC in Q1 2021 and held it in 9 quarters. The position peaked at $726K in Q2 2022. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

Independent Solutions Wealth Management reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 8,098 Exelon shares in Q4 2023, an estimated $306K.
Independent Solutions Wealth Management first reported a position in Exelon in Q1 2021 and held it in 9 quarters.
Independent Solutions Wealth Management's Exelon position peaked at $726K in Q2 2022.
1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.