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Salem Investment Counselors’s Exelon EXC Stock Holding History

Salem Investment Counselors’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
-449
Closed -$17K – 1122
2023
Q3 		$17K Hold
449
– – ﹤0.01% 697
2023
Q2 		$18.3K Buy
+449
New +$18.6K ﹤0.01% 712
2023
Q1 		– Sell
-88
Closed -$3.8K – 1132
2022
Q4 		$3.8K Buy
88
+23
+35% +$909 ﹤0.01% 902
2022
Q3 		$2K Buy
+65
New +$2.87K ﹤0.01% 943

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Salem Investment Counselors's EXC Position: Q4 2023 in Review

Salem Investment Counselors sold out of Exelon (EXC) in Q4 2023, closing a stake of 449 shares — an estimated $17K sold.

Salem Investment Counselors first reported a position in EXC in Q3 2022 and held it in 4 quarters. The position peaked at $18.3K in Q2 2023. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

  • Salem Investment Counselors reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 449 Exelon shares in Q4 2023, an estimated $17K.
  • Salem Investment Counselors first reported a position in Exelon in Q3 2022 and held it in 4 quarters.
  • Salem Investment Counselors's Exelon position peaked at $18.3K in Q2 2023.
  • 1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on Salem Investment Counselors's 13F filing for Q4 2023, filed 16 Jan 2024.