Meridian Financial Partners’s Exelon EXC Stock Holding History

Meridian Financial Partners’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 Q2	–	Sell	-5,789	Closed	-$248K	–	88
2023 Q1	$248K	Sell	5,789 -302	-5%	-$12.6K	0.28%	41
2022 Q4	$256K	Sell	6,091 -165	-3%	-$6.52K	0.29%	44
2022 Q3	$229K	Sell	6,256 -1,302	-17%	-$57.6K	0.32%	42
2022 Q2	$336K	Sell	7,558 -260	-3%	-$12.2K	0.23%	68
2022 Q1	$372K	Sell	7,818 -3,447	-31%	-$146K	0.56%	32
2021 Q4	$454K	Sell	11,265 -7,030	-38%	-$265K	0.31%	59
2021 Q3	$630K	Sell	18,295 -3,587	-16%	-$123K	0.42%	51
2021 Q2	$719K	Buy	21,882 +999	+5%	+$32.2K	0.49%	42
2021 Q1	$682K	Buy	20,883 +1,814	+10%	+$54.5K	0.51%	42
2020 Q4	$586K	Sell	19,069 -573	-3%	-$16.9K	0.45%	46
2020 Q3	$584K	Buy	19,642 +3,391	+21%	+$89.9K	0.49%	39
2020 Q2	$439K	Buy	16,251 +1,909	+13%	+$50.7K	0.4%	46
2020 Q1	$393K	Buy	14,342 +957	+7%	+$30.1K	0.42%	46
2019 Q4	$439K	Sell	13,385 -1,593	-11%	-$51.6K	0.44%	41
2019 Q3	$509K	Buy	14,978 +1,273	+9%	+$42.7K	0.57%	35
2019 Q2	$481K	Buy	13,705 +835	+6%	+$29.5K	0.54%	34
2019 Q1	$449K	Buy	+12,870	New	+$438K	0.51%	35

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

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

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

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

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

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

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

Meridian Financial Partners's EXC Position: Q2 2023 in Review

Meridian Financial Partners sold out of Exelon (EXC) in Q2 2023, closing a stake of 5,789 shares — an estimated $248K sold.

Meridian Financial Partners first reported a position in EXC in Q1 2019 and held it in 17 quarters. The position peaked at $719K in Q2 2021. 1,004 funds tracked by Wall St. Rank hold EXC as of Q2 2023.

Meridian Financial Partners reported no remaining Exelon position as of Q2 2023 after selling out during the quarter.
Meridian Financial Partners sold 5,789 Exelon shares in Q2 2023, an estimated $248K.
Meridian Financial Partners first reported a position in Exelon in Q1 2019 and held it in 17 quarters.
Meridian Financial Partners's Exelon position peaked at $719K in Q2 2021.
1,004 funds tracked by Wall St. Rank held Exelon as of Q2 2023.

Based on Meridian Financial Partners's 13F filing for Q2 2023, filed 24 Jul 2023.