Pinnacle Family Advisors’s Exelon EXC Stock Holding History

Pinnacle Family 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
2022 Q2	–	Sell	-8,240	Closed	-$392K	–	92
2022 Q1	$392K	Buy	+8,240	New	+$349K	0.21%	76

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

Pinnacle Family Advisors's EXC Position: Q2 2022 in Review

Pinnacle Family Advisors sold out of Exelon (EXC) in Q2 2022, closing a stake of 8,240 shares — an estimated $392K sold.

Pinnacle Family Advisors first reported a position in EXC in Q1 2022 and held it in 1 quarter. The position peaked at $392K in Q1 2022. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

Pinnacle Family Advisors reported no remaining Exelon position as of Q2 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 8,240 Exelon shares in Q2 2022, an estimated $392K.
Pinnacle Family Advisors first reported a position in Exelon in Q1 2022 and held it in 1 quarter.
Pinnacle Family Advisors's Exelon position peaked at $392K in Q1 2022.
1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Pinnacle Family Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.