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Professional Financial Advisors’s Exelon EXC Stock Holding History

Professional 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
2022
Q4 		– Sell
-1,183
Closed -$44K – 200
2022
Q3 		$44K Buy
1,183
+9
+0.8% +$398 0.03% 149
2022
Q2 		$53K Buy
1,174
+8
+0.7% +$376 0.03% 138
2022
Q1 		$56K Sell
1,166
-456
-28% -$19.3K 0.02% 138
2021
Q4 		$67K Buy
1,622
+13
+0.8% +$490 0.03% 151
2021
Q3 		$56K Buy
1,609
+11
+0.7% +$376 0.03% 135
2021
Q2 		$51K Buy
1,598
+14
+0.9% +$451 0.03% 141
2021
Q1 		$49K Buy
1,584
+14
+0.9% +$421 0.03% 127
2020
Q4 		$47K Buy
1,570
+14
+0.9% +$413 0.04% 125
2020
Q3 		$44K Buy
+1,556
New +$41.3K 0.04% 123

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Professional Financial Advisors's EXC Position: Q4 2022 in Review

Professional Financial Advisors sold out of Exelon (EXC) in Q4 2022, closing a stake of 1,183 shares — an estimated $44K sold.

Professional Financial Advisors first reported a position in EXC in Q3 2020 and held it in 9 quarters. The position peaked at $67K in Q4 2021. 1,006 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

  • Professional Financial Advisors reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,183 Exelon shares in Q4 2022, an estimated $44K.
  • Professional Financial Advisors first reported a position in Exelon in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Exelon position peaked at $67K in Q4 2021.
  • 1,006 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.