Register Financial Advisors’s Exelon EXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-700	Closed	-$24.2K	–	447
2024 Q2	$24.2K	Hold	700	–	–	0.01%	425
2024 Q1	$26.3K	Buy	+700	New	+$25K	0.01%	419

Other funds holding EXC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Register Financial Advisors's EXC Position: Q3 2024 in Review

Register Financial Advisors sold out of Exelon (EXC) in Q3 2024, closing a stake of 700 shares — an estimated $24.2K sold.

Register Financial Advisors first reported a position in EXC in Q1 2024 and held it in 2 quarters. The position peaked at $26.3K in Q1 2024. 1,053 funds tracked by Wall St. Rank hold EXC as of Q3 2024.

Register Financial Advisors reported no remaining Exelon position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 700 Exelon shares in Q3 2024, an estimated $24.2K.
Register Financial Advisors first reported a position in Exelon in Q1 2024 and held it in 2 quarters.
Register Financial Advisors's Exelon position peaked at $26.3K in Q1 2024.
1,053 funds tracked by Wall St. Rank held Exelon as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.