KB Financial Partners’s Exelon EXC Stock Holding History

KB Financial 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
2023 Q3	$6K	Hold	152	–	–	﹤0.01%	414
2023 Q2	$6K	Hold	152	–	–	﹤0.01%	421
2023 Q1	$6K	Hold	152	–	–	﹤0.01%	410
2022 Q4	$7K	Hold	152	–	–	﹤0.01%	393
2022 Q3	$6K	Hold	152	–	–	﹤0.01%	397
2022 Q2	$7K	Hold	152	–	–	﹤0.01%	384
2022 Q1	$7K	Sell	152 -61	-29%	-$2.58K	﹤0.01%	438
2021 Q4	$9K	Buy	+213	New	+$8.02K	﹤0.01%	439
2021 Q3	–	Sell	-213	Closed	-$7K	–	301
2021 Q2	$7K	Hold	213	–	–	﹤0.01%	436
2021 Q1	$7K	Buy	+213	New	+$6.4K	﹤0.01%	470

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

KB Financial Partners's EXC Position: Q3 2023 in Review

KB Financial Partners held its Exelon (EXC) position steady in Q3 2023 at 152 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

KB Financial Partners first reported a position in EXC in Q1 2021 and has held it in 10 quarters since. The position peaked at $9K in Q4 2021. 997 funds tracked by Wall St. Rank hold EXC as of Q3 2023.

KB Financial Partners held 152 shares of Exelon worth $6K as of Q3 2023.
KB Financial Partners left its Exelon share count unchanged in Q3 2023.
Exelon made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #414 holding.
KB Financial Partners first reported a position in Exelon in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Exelon position peaked at $9K in Q4 2021.
997 funds tracked by Wall St. Rank held Exelon as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.