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Studio Investment Management’s Exelon EXC Stock Holding History

Studio Investment 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
2024
Q3 		– Sell
-300
Closed -$10.4K – 302
2024
Q2 		$10.4K Hold
300
– – ﹤0.01% 239
2024
Q1 		$11.3K Hold
300
– – ﹤0.01% 236
2023
Q4 		$10.8K Sell
300
-64
-18% -$2.46K ﹤0.01% 218
2023
Q3 		$13.8K Buy
+364
New +$14.8K ﹤0.01% 201
2023
Q1 		– Sell
-163
Closed -$7.05K – 228
2022
Q4 		$7.05K Buy
+163
New +$6.44K ﹤0.01% 178

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Studio Investment Management's EXC Position: Q3 2024 in Review

Studio Investment Management sold out of Exelon (EXC) in Q3 2024, closing a stake of 300 shares — an estimated $10.4K sold.

Studio Investment Management first reported a position in EXC in Q4 2022 and held it in 5 quarters. The position peaked at $13.8K in Q3 2023. 1,053 funds tracked by Wall St. Rank hold EXC as of Q3 2024.

  • Studio Investment Management reported no remaining Exelon position as of Q3 2024 after selling out during the quarter.
  • Studio Investment Management sold 300 Exelon shares in Q3 2024, an estimated $10.4K.
  • Studio Investment Management first reported a position in Exelon in Q4 2022 and held it in 5 quarters.
  • Studio Investment Management's Exelon position peaked at $13.8K in Q3 2023.
  • 1,053 funds tracked by Wall St. Rank held Exelon as of Q3 2024.

Based on Studio Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.