River Wealth Advisors’s Exelon EXC Stock Holding History

River Wealth 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
2023 Q4	–	Sell	-7,815	Closed	-$295K	–	210
2023 Q3	$295K	Sell	7,815 -752	-9%	-$30.6K	0.05%	173
2023 Q2	$349K	Sell	8,567 -105	-1%	-$4.34K	0.06%	170
2023 Q1	$363K	Buy	8,672 +535	+7%	+$22.3K	0.07%	164
2022 Q4	$352K	Sell	8,137 -198	-2%	-$7.82K	0.07%	171
2022 Q3	$312K	Sell	8,335 -679	-8%	-$30K	0.07%	169
2022 Q2	$408K	Buy	9,014 +4,047	+81%	+$190K	0.08%	162
2022 Q1	$237K	Sell	4,967 -1,889	-28%	-$80K	0.04%	209
2021 Q4	$282K	Buy	+6,856	New	+$258K	0.04%	194
2019 Q1	–	Sell	-2,167	Closed	-$70K	–	248
2018 Q4	$70K	Buy	2,167 +70	+3%	+$2.24K	0.03%	212
2018 Q3	$65K	Buy	2,097 +703	+50%	+$21.6K	0.02%	253
2018 Q2	$42K	Buy	+1,394	New	+$39.9K	0.02%	288

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

River Wealth Advisors's EXC Position: Q4 2023 in Review

River Wealth Advisors sold out of Exelon (EXC) in Q4 2023, closing a stake of 7,815 shares — an estimated $295K sold.

River Wealth Advisors first reported a position in EXC in Q2 2018 and held it in 11 quarters. The position peaked at $408K in Q2 2022. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

River Wealth Advisors reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
River Wealth Advisors sold 7,815 Exelon shares in Q4 2023, an estimated $295K.
River Wealth Advisors first reported a position in Exelon in Q2 2018 and held it in 11 quarters.
River Wealth Advisors's Exelon position peaked at $408K in Q2 2022.
1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on River Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.