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SC&H Financial Advisors’s Exelon EXC Stock Holding History

SC&H 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
2023
Q1 		– Sell
-7,626
Closed -$330K – 134
2022
Q4 		$330K Buy
7,626
+8
+0.1% +$316 0.14% 101
2022
Q3 		$285K Buy
7,618
+7
+0.1% +$310 0.14% 106
2022
Q2 		$345K Sell
7,611
-91
-1% -$4.28K 0.16% 105
2022
Q1 		$367K Sell
7,702
-3,086
-29% -$131K 0.17% 110
2021
Q4 		$444K Buy
+10,788
New +$406K 0.25% 96

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SC&H Financial Advisors's EXC Position: Q1 2023 in Review

SC&H Financial Advisors sold out of Exelon (EXC) in Q1 2023, closing a stake of 7,626 shares — an estimated $330K sold.

SC&H Financial Advisors first reported a position in EXC in Q4 2021 and held it in 5 quarters. The position peaked at $444K in Q4 2021. 999 funds tracked by Wall St. Rank hold EXC as of Q1 2023.

  • SC&H Financial Advisors reported no remaining Exelon position as of Q1 2023 after selling out during the quarter.
  • SC&H Financial Advisors sold 7,626 Exelon shares in Q1 2023, an estimated $330K.
  • SC&H Financial Advisors first reported a position in Exelon in Q4 2021 and held it in 5 quarters.
  • SC&H Financial Advisors's Exelon position peaked at $444K in Q4 2021.
  • 999 funds tracked by Wall St. Rank held Exelon as of Q1 2023.

Based on SC&H Financial Advisors's 13F filing for Q1 2023, filed 12 May 2023.