Latitude Advisors’s Exelon EXC Stock Holding History

Latitude Advisors’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	-9,351	Closed	-$445K	–	186
2022 Q1	$445K	Buy	9,351 +631	+7%	+$26.7K	0.1%	196
2021 Q4	$359K	Buy	8,720 +18	+0.2%	+$678	0.1%	199
2021 Q3	$300K	Buy	+8,702	New	+$297K	0.1%	209

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

Latitude Advisors's EXC Position: Q2 2022 in Review

Latitude Advisors sold out of Exelon (EXC) in Q2 2022, closing a stake of 9,351 shares — an estimated $445K sold.

Latitude Advisors first reported a position in EXC in Q3 2021 and held it in 3 quarters. The position peaked at $445K in Q1 2022. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

Latitude Advisors reported no remaining Exelon position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 9,351 Exelon shares in Q2 2022, an estimated $445K.
Latitude Advisors first reported a position in Exelon in Q3 2021 and held it in 3 quarters.
Latitude Advisors's Exelon position peaked at $445K in Q1 2022.
1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.