Koshinski Asset Management
EXC icon

Koshinski Asset Management’s Exelon EXC Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-182
Closed -$8.67K – 1007
2022
Q1 		$8.67K Sell
182
-40
-18% -$1.69K ﹤0.01% 1654
2021
Q4 		$9.13K Buy
222
+12
+6% +$452 ﹤0.01% 1659
2021
Q3 		$7.25K Buy
+210
New +$7.18K ﹤0.01% 1743

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management's EXC Position: Q2 2022 in Review

Koshinski Asset Management sold out of Exelon (EXC) in Q2 2022, closing a stake of 182 shares — an estimated $8.67K sold.

Koshinski Asset Management first reported a position in EXC in Q3 2021 and held it in 3 quarters. The position peaked at $9.13K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

  • Koshinski Asset Management reported no remaining Exelon position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 182 Exelon shares in Q2 2022, an estimated $8.67K.
  • Koshinski Asset Management first reported a position in Exelon in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Exelon position peaked at $9.13K in Q4 2021.
  • 1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.