Loring Wolcott & Coolidge Fiduciary Advisors’s Exelon EXC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	–	Sell	-900	Closed	-$36.6K	–	567
2023 Q3	$36.6K	Hold	900	–	–	﹤0.01%	443
2023 Q2	$36.7K	Sell	900 -200	-18%	-$8.27K	﹤0.01%	455
2023 Q1	$46.1K	Buy	+1,100	New	+$45.9K	﹤0.01%	417
2022 Q1	–	Sell	-181	Closed	-$7K	–	661
2021 Q4	$7K	Sell	181 -154	-46%	-$5.8K	﹤0.01%	638
2021 Q3	$12K	Sell	335 -42	-11%	-$1.44K	﹤0.01%	567
2021 Q2	$12K	Buy	+377	New	+$12.1K	﹤0.01%	600
2021 Q1	–	Sell	-42	Closed	-$1K	–	442
2020 Q4	$1K	Buy	+42	New	+$1.24K	﹤0.01%	758
2018 Q2	–	Sell	-140	Closed	-$4K	–	685
2018 Q1	$4K	Sell	140 -25	-15%	-$675	﹤0.01%	634
2017 Q4	$5K	Hold	165	–	–	﹤0.01%	606
2017 Q3	$4K	Buy	165 +25	+18%	+$669	﹤0.01%	602
2017 Q2	$4K	Buy	+140	New	+$3.56K	﹤0.01%	591
2015 Q1	–	Sell	-140	Closed	-$4K	–	624
2014 Q4	$4K	Buy	+140	New	+$3.59K	﹤0.01%	601

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's EXC Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Exelon (EXC) in Q4 2023, closing a stake of 900 shares — an estimated $36.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EXC in Q4 2014 and held it in 12 quarters. The position peaked at $46.1K in Q1 2023. 1,018 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 900 Exelon shares in Q4 2023, an estimated $36.6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Exelon in Q4 2014 and held it in 12 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Exelon position peaked at $46.1K in Q1 2023.
1,018 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.