Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1K Hold
25
﹤0.01% 449
2022
Q2
$1K Hold
25
﹤0.01% 485
2022
Q1
$1K Sell
25
-10
-29% -$424 ﹤0.01% 459
2021
Q4
$1K Buy
+35
New +$1.32K ﹤0.01% 468

Other funds holding EXC

Surevest's EXC Position: Q3 2022 in Review

Surevest held its Exelon (EXC) position steady in Q3 2022 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Surevest first reported a position in EXC in Q4 2021 and has held it in 4 quarters since. 988 funds tracked by Wall St. Rank hold EXC as of Q3 2022.

  • Surevest held 25 shares of Exelon worth $1K as of Q3 2022.
  • Surevest left its Exelon share count unchanged in Q3 2022.
  • Exelon made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #449 holding.
  • Surevest first reported a position in Exelon in Q4 2021 and has held it in 4 quarters since.
  • 988 funds tracked by Wall St. Rank held Exelon as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.