Leelyn Smith’s Exelon EXC Stock Holding History

Leelyn Smith’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 Q4	–	Sell	-215	Closed	-$8K	–	473
2022 Q3	$8K	Buy	+215	New	+$9.51K	﹤0.01%	318

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Leelyn Smith's EXC Position: Q4 2022 in Review

Leelyn Smith sold out of Exelon (EXC) in Q4 2022, closing a stake of 215 shares — an estimated $8K sold.

Leelyn Smith first reported a position in EXC in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

Leelyn Smith reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
Leelyn Smith sold 215 Exelon shares in Q4 2022, an estimated $8K.
Leelyn Smith first reported a position in Exelon in Q3 2022 and held it in 1 quarter.
Leelyn Smith's Exelon position peaked at $8K in Q3 2022.
1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.