Rather & Kittrell’s Exelon EXC Stock Holding History

Rather & Kittrell’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 Q1	–	Sell	-1,807	Closed	-$74K	–	137
2021 Q4	$74K	Buy	+1,807	New	+$68.1K	0.07%	107

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Rather & Kittrell's EXC Position: Q1 2022 in Review

Rather & Kittrell sold out of Exelon (EXC) in Q1 2022, closing a stake of 1,807 shares — an estimated $74K sold.

Rather & Kittrell first reported a position in EXC in Q4 2021 and held it in 1 quarter. The position peaked at $74K in Q4 2021. 1,025 funds tracked by Wall St. Rank hold EXC as of Q1 2022.

Rather & Kittrell reported no remaining Exelon position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 1,807 Exelon shares in Q1 2022, an estimated $74K.
Rather & Kittrell first reported a position in Exelon in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's Exelon position peaked at $74K in Q4 2021.
1,025 funds tracked by Wall St. Rank held Exelon as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.