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Janiczek Wealth Management’s Exelon EXC Stock Holding History

Janiczek 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
2024
Q2 		$32.1K Hold
928
– – 0.01% 479
2024
Q1 		$34.9K Sell
928
-560
-38% -$20K 0.01% 472
2023
Q4 		$53.4K Buy
1,488
+674
+83% +$26K 0.01% 379
2023
Q3 		$30.8K Hold
814
– – 0.01% 445
2023
Q2 		$33.2K Sell
814
-20
-2% -$827 0.01% 376
2023
Q1 		$35.1K Hold
834
– – 0.01% 357
2022
Q4 		$36.2K Sell
834
-551
-40% -$21.8K 0.01% 359
2022
Q3 		$52K Buy
1,385
+300
+28% +$13.3K 0.02% 298
2022
Q2 		$50K Buy
1,085
+146
+16% +$6.86K 0.01% 306
2022
Q1 		$45K Sell
939
-72
-7% -$3.05K 0.01% 317
2021
Q4 		$42K Buy
1,011
+74
+8% +$2.79K 0.01% 343
2021
Q3 		$32K Buy
937
+9
+1% +$308 0.01% 367
2021
Q2 		$29K Buy
928
+184
+25% +$5.92K 0.01% 357
2021
Q1 		$23K Buy
744
+242
+48% +$7.27K 0.01% 373
2020
Q4 		$15K Buy
502
+360
+254% +$10.6K 0.01% 388
2020
Q3 		$4K Buy
+142
New +$3.77K ﹤0.01% 378

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

Janiczek Wealth Management's EXC Position: Q2 2024 in Review

Janiczek Wealth Management held its Exelon (EXC) position steady in Q2 2024 at 928 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #479.

Janiczek Wealth Management first reported a position in EXC in Q3 2020 and has held it in 16 quarters since. The position peaked at $53.4K in Q4 2023. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • Janiczek Wealth Management held 928 shares of Exelon worth $32.1K as of Q2 2024.
  • Janiczek Wealth Management left its Exelon share count unchanged in Q2 2024.
  • Exelon made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #479 holding.
  • Janiczek Wealth Management first reported a position in Exelon in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Exelon position peaked at $53.4K in Q4 2023.
  • 989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.