Maltin Wealth Management’s Exelon EXC Stock Holding History

Maltin Wealth Management’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 Q2	–	Sell	-4,896	Closed	-$233K	–	117
2022 Q1	$233K	Sell	4,896 -17,951	-79%	-$760K	0.15%	101
2021 Q4	$941K	Buy	22,847 +374	+2%	+$14.1K	0.57%	53
2021 Q3	$775K	Sell	22,473 -3,428	-13%	-$117K	0.48%	52
2021 Q2	$819K	Sell	25,901 -922	-3%	-$29.7K	0.5%	54
2021 Q1	$837K	Buy	+26,823	New	+$806K	0.54%	49

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Maltin Wealth Management's EXC Position: Q2 2022 in Review

Maltin Wealth Management sold out of Exelon (EXC) in Q2 2022, closing a stake of 4,896 shares — an estimated $233K sold.

Maltin Wealth Management first reported a position in EXC in Q1 2021 and held it in 5 quarters. The position peaked at $941K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

Maltin Wealth Management reported no remaining Exelon position as of Q2 2022 after selling out during the quarter.
Maltin Wealth Management sold 4,896 Exelon shares in Q2 2022, an estimated $233K.
Maltin Wealth Management first reported a position in Exelon in Q1 2021 and held it in 5 quarters.
Maltin Wealth Management's Exelon position peaked at $941K in Q4 2021.
1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Maltin Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.