Lugano Financial Advisors SA (LFA)’s Exelon EXC Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q3	–	Sell	-250	Closed	-$10.2K	–	193
2023 Q2	$10.2K	Buy	+250	New	+$10.3K	0.01%	162
2020 Q2	–	Sell	-823	Closed	-$28K	–	121
2020 Q1	$28K	Hold	823	–	–	0.03%	109
2019 Q4	$27K	Buy	+823	New	+$26.6K	0.02%	116
2019 Q2	$28K	Hold	823	–	–	0.02%	116
2019 Q1	$29K	Buy	+823	New	+$28K	0.02%	113

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Lugano Financial Advisors SA (LFA)'s EXC Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Exelon (EXC) in Q3 2023, closing a stake of 250 shares — an estimated $10.2K sold.

Lugano Financial Advisors SA (LFA) first reported a position in EXC in Q1 2019 and held it in 5 quarters. The position peaked at $29K in Q1 2019. 997 funds tracked by Wall St. Rank hold EXC as of Q3 2023.

Lugano Financial Advisors SA (LFA) reported no remaining Exelon position as of Q3 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 250 Exelon shares in Q3 2023, an estimated $10.2K.
Lugano Financial Advisors SA (LFA) first reported a position in Exelon in Q1 2019 and held it in 5 quarters.
Lugano Financial Advisors SA (LFA)'s Exelon position peaked at $29K in Q1 2019.
997 funds tracked by Wall St. Rank held Exelon as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.