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Jaffetilchin Investment Partners’s Exelon EXC Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-1,686
Closed -$68.4K – 659
2024
Q3 		$68.4K Buy
+1,686
New +$63.4K 0.01% 529
2019
Q2 		– Sell
-10,329
Closed -$369K – 282
2019
Q1 		$369K Buy
10,329
+2,151
+26% +$73.2K 0.08% 190
2018
Q4 		$263K Buy
+8,178
New +$262K 0.07% 199

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jaffetilchin Investment Partners's EXC Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Exelon (EXC) in Q4 2024, closing a stake of 1,686 shares — an estimated $68.4K sold.

Jaffetilchin Investment Partners first reported a position in EXC in Q4 2018 and held it in 3 quarters. The position peaked at $369K in Q1 2019. 1,101 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,686 Exelon shares in Q4 2024, an estimated $68.4K.
  • Jaffetilchin Investment Partners first reported a position in Exelon in Q4 2018 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Exelon position peaked at $369K in Q1 2019.
  • 1,101 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.