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Spartan Planning & Wealth Management’s Exelon EXC Stock Holding History

Spartan Planning & 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
2023
Q4 		$323 Hold
9
– – ﹤0.01% 180
2023
Q3 		$340 Buy
+9
New +$367 ﹤0.01% 129
2022
Q4 		$20.4K Sell
472
-155
-25% -$6.12K 0.03% 114
2022
Q3 		$23K Buy
627
+106
+20% +$4.69K 0.03% 55
2022
Q2 		$24K Buy
521
+16
+3% +$752 0.03% 64
2022
Q1 		$24K Buy
+505
New +$21.4K 0.03% 103

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

Spartan Planning & Wealth Management's EXC Position: Q4 2023 in Review

Spartan Planning & Wealth Management held its Exelon (EXC) position steady in Q4 2023 at 9 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Spartan Planning & Wealth Management first reported a position in EXC in Q1 2022 and has held it in 6 quarters since. The position peaked at $24K in Q2 2022. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

  • Spartan Planning & Wealth Management held 9 shares of Exelon worth $323 as of Q4 2023.
  • Spartan Planning & Wealth Management left its Exelon share count unchanged in Q4 2023.
  • Exelon made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #180 holding.
  • Spartan Planning & Wealth Management first reported a position in Exelon in Q1 2022 and has held it in 6 quarters since.
  • Spartan Planning & Wealth Management's Exelon position peaked at $24K in Q2 2022.
  • 1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.