Schechter Investment Advisors’s Exelon EXC Stock Holding History

Schechter Investment 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	-8,441	Closed	-$319K	–	666
2023 Q3	$319K	Buy	8,441 +2,122	+34%	+$86.5K	0.03%	430
2023 Q2	$257K	Buy	6,319 +1,360	+27%	+$56.2K	0.02%	521
2023 Q1	$208K	Sell	4,959 -80	-2%	-$3.33K	0.02%	613
2022 Q4	$218K	Sell	5,039 -334	-6%	-$13.2K	0.02%	728
2022 Q3	$202K	Buy	5,373 +164	+3%	+$7.25K	0.02%	834
2022 Q2	$236K	Buy	5,209 +613	+13%	+$28.8K	0.02%	795
2022 Q1	$219K	Sell	4,596 -497	-10%	-$21.1K	0.02%	811
2021 Q4	$210K	Buy	+5,093	New	+$192K	0.02%	782

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

Schechter Investment Advisors's EXC Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Exelon (EXC) in Q4 2023, closing a stake of 8,441 shares — an estimated $319K sold.

Schechter Investment Advisors first reported a position in EXC in Q4 2021 and held it in 8 quarters. The position peaked at $319K in Q3 2023. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

Schechter Investment Advisors reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
Schechter Investment Advisors sold 8,441 Exelon shares in Q4 2023, an estimated $319K.
Schechter Investment Advisors first reported a position in Exelon in Q4 2021 and held it in 8 quarters.
Schechter Investment Advisors's Exelon position peaked at $319K in Q3 2023.
1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.