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SYSTM Wealth Solutions’s Exelon EXC Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-104
Closed -$3.91K – 760
2024
Q1 		$3.91K Hold
104
– – ﹤0.01% 847
2023
Q4 		$3.73K Buy
+104
New +$4.01K ﹤0.01% 899

Other funds holding EXC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SYSTM Wealth Solutions's EXC Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Exelon (EXC) in Q2 2024, closing a stake of 104 shares — an estimated $3.91K sold.

SYSTM Wealth Solutions first reported a position in EXC in Q4 2023 and held it in 2 quarters. The position peaked at $3.91K in Q1 2024. 989 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 104 Exelon shares in Q2 2024, an estimated $3.91K.
  • SYSTM Wealth Solutions first reported a position in Exelon in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Exelon position peaked at $3.91K in Q1 2024.
  • 989 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.