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McClarren Financial Advisors’s Exelon EXC Stock Holding History

McClarren 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
Q1 		– Sell
-2,045
Closed -$88K – 373
2022
Q4 		$88K Buy
2,045
+16
+0.8% +$632 0.08% 110
2022
Q3 		$76K Buy
+2,029
New +$89.7K 0.08% 103

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

McClarren Financial Advisors's EXC Position: Q1 2023 in Review

McClarren Financial Advisors sold out of Exelon (EXC) in Q1 2023, closing a stake of 2,045 shares — an estimated $88K sold.

McClarren Financial Advisors first reported a position in EXC in Q3 2022 and held it in 2 quarters. The position peaked at $88K in Q4 2022. 999 funds tracked by Wall St. Rank hold EXC as of Q1 2023.

  • McClarren Financial Advisors reported no remaining Exelon position as of Q1 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 2,045 Exelon shares in Q1 2023, an estimated $88K.
  • McClarren Financial Advisors first reported a position in Exelon in Q3 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's Exelon position peaked at $88K in Q4 2022.
  • 999 funds tracked by Wall St. Rank held Exelon as of Q1 2023.

Based on McClarren Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.