Pineridge Advisors’s Exelon EXC Stock Holding History

Pineridge 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
2024 Q1	–	Sell	-215	Closed	-$7.72K	–	688
2023 Q4	$7.72K	Buy	+215	New	+$8.28K	﹤0.01%	419

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Pineridge Advisors's EXC Position: Q1 2024 in Review

Pineridge Advisors sold out of Exelon (EXC) in Q1 2024, closing a stake of 215 shares — an estimated $7.72K sold.

Pineridge Advisors first reported a position in EXC in Q4 2023 and held it in 1 quarter. The position peaked at $7.72K in Q4 2023. 1,007 funds tracked by Wall St. Rank hold EXC as of Q1 2024.

Pineridge Advisors reported no remaining Exelon position as of Q1 2024 after selling out during the quarter.
Pineridge Advisors sold 215 Exelon shares in Q1 2024, an estimated $7.72K.
Pineridge Advisors first reported a position in Exelon in Q4 2023 and held it in 1 quarter.
Pineridge Advisors's Exelon position peaked at $7.72K in Q4 2023.
1,007 funds tracked by Wall St. Rank held Exelon as of Q1 2024.

Based on Pineridge Advisors's 13F filing for Q1 2024, filed 16 May 2024.