Selective Wealth Management’s Exelon EXC Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-700	Closed	-$26K	–	308
2022 Q3	$26K	Hold	700	–	–	0.01%	388
2022 Q2	$32K	Hold	700	–	–	0.01%	394
2022 Q1	$33K	Sell	700 -281	-29%	-$11.9K	0.01%	373
2021 Q4	$40K	Hold	981	–	–	0.02%	305
2021 Q3	$34K	Buy	981 +280	+40%	+$9.57K	0.02%	305
2021 Q2	$22K	Buy	+701	New	+$22.6K	0.02%	269
2018 Q3	$4K	Buy	+140	New	+$4.31K	0.05%	123

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Selective Wealth Management's EXC Position: Q4 2022 in Review

Selective Wealth Management sold out of Exelon (EXC) in Q4 2022, closing a stake of 700 shares — an estimated $26K sold.

Selective Wealth Management first reported a position in EXC in Q3 2018 and held it in 7 quarters. The position peaked at $40K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

Selective Wealth Management reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 700 Exelon shares in Q4 2022, an estimated $26K.
Selective Wealth Management first reported a position in Exelon in Q3 2018 and held it in 7 quarters.
Selective Wealth Management's Exelon position peaked at $40K in Q4 2021.
1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.