Landmark Wealth Management (New York)’s Exelon EXC Stock Holding History

Landmark Wealth Management (New York)’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	-256	Closed	-$256	–	90
2022 Q1	$256	Buy	+256	New	+$10.8K	﹤0.01%	168

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Landmark Wealth Management (New York)'s EXC Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of Exelon (EXC) in Q2 2022, closing a stake of 256 shares — an estimated $256 sold.

Landmark Wealth Management (New York) first reported a position in EXC in Q1 2022 and held it in 1 quarter. The position peaked at $256 in Q1 2022. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

Landmark Wealth Management (New York) reported no remaining Exelon position as of Q2 2022 after selling out during the quarter.
Landmark Wealth Management (New York) sold 256 Exelon shares in Q2 2022, an estimated $256.
Landmark Wealth Management (New York) first reported a position in Exelon in Q1 2022 and held it in 1 quarter.
Landmark Wealth Management (New York)'s Exelon position peaked at $256 in Q1 2022.
1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.