My Personal CFO LLC’s Exelon EXC Stock Holding History

My Personal CFO LLC’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	-21	Closed	-$908	–	320
2022 Q4	$908	Buy	+21	New	+$830	﹤0.01%	653

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

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

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

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

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

My Personal CFO LLC's EXC Position: Q1 2023 in Review

My Personal CFO LLC sold out of Exelon (EXC) in Q1 2023, closing a stake of 21 shares — an estimated $908 sold.

My Personal CFO LLC first reported a position in EXC in Q4 2022 and held it in 1 quarter. The position peaked at $908 in Q4 2022. 999 funds tracked by Wall St. Rank hold EXC as of Q1 2023.

My Personal CFO LLC reported no remaining Exelon position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 21 Exelon shares in Q1 2023, an estimated $908.
My Personal CFO LLC first reported a position in Exelon in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Exelon position peaked at $908 in Q4 2022.
999 funds tracked by Wall St. Rank held Exelon as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.