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Level Financial Advisors’s Exelon EXC Stock Holding History

Level Financial 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
2023
Q4 		– Hold
0
– – – 276
2023
Q3 		– Sell
-45
Closed -$1.83K – 284
2023
Q2 		$1.85K Buy
+45
New +$1.86K ﹤0.01% 250

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Level Financial Advisors's EXC Position: Q4 2023 in Review

Level Financial Advisors held its Exelon (EXC) position steady in Q4 2023 at 0 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Level Financial Advisors first reported a position in EXC in Q2 2023 and has held it in 1 quarter since. The position peaked at $1.85K in Q2 2023. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

  • Level Financial Advisors held 0 shares of Exelon worth $16 as of Q4 2023.
  • Level Financial Advisors left its Exelon share count unchanged in Q4 2023.
  • Exelon made up ﹤0.01% of Level Financial Advisors's portfolio in Q4 2023, its #276 holding.
  • Level Financial Advisors first reported a position in Exelon in Q2 2023 and has held it in 1 quarter since.
  • Level Financial Advisors's Exelon position peaked at $1.85K in Q2 2023.
  • 1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.