Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Exelon EXC Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-406
Closed -$15.3K – 180
2023
Q3 		$15.3K Buy
+406
New +$16.5K ﹤0.01% 298

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Morgan Stanley
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T. Rowe Price Investment Management
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Geode Capital Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Financial Group (Iowa)'s EXC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Exelon (EXC) in Q4 2023, closing a stake of 406 shares — an estimated $15.3K sold.

Legacy Financial Group (Iowa) first reported a position in EXC in Q3 2023 and held it in 1 quarter. The position peaked at $15.3K in Q3 2023. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 406 Exelon shares in Q4 2023, an estimated $15.3K.
  • Legacy Financial Group (Iowa) first reported a position in Exelon in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Exelon position peaked at $15.3K in Q3 2023.
  • 1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.