Investors Asset Management of Georgia’s Exelon EXC Stock Holding History

Investors Asset Management of Georgia’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	–	Sell	-418	Closed	-$16K	–	300
2022 Q3	$16K	Hold	418	–	–	0.01%	420
2022 Q2	$19K	Buy	+418	New	+$19.7K	0.01%	341

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Investors Asset Management of Georgia's EXC Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Exelon (EXC) in Q4 2022, closing a stake of 418 shares — an estimated $16K sold.

Investors Asset Management of Georgia first reported a position in EXC in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 1,006 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 418 Exelon shares in Q4 2022, an estimated $16K.
Investors Asset Management of Georgia first reported a position in Exelon in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Exelon position peaked at $19K in Q2 2022.
1,006 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.