TCI Wealth Advisors’s Exelon EXC Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-1,695	Closed	-$71K	–	877
2023 Q1	$71K	Buy	1,695 +1,031	+155%	+$43K	0.01%	350
2022 Q4	$28.7K	Buy	664 +62	+10%	+$2.45K	﹤0.01%	556
2022 Q3	$23K	Sell	602 -34	-5%	-$1.5K	﹤0.01%	595
2022 Q2	$29K	Buy	636 +100	+19%	+$4.7K	﹤0.01%	526
2022 Q1	$25K	Sell	536 -213	-28%	-$9.02K	﹤0.01%	600
2021 Q4	$31K	Sell	749 -7	-0.9%	-$264	﹤0.01%	525
2021 Q3	$26K	Buy	756 +105	+16%	+$3.59K	﹤0.01%	583
2021 Q2	$21K	Buy	651 +65	+11%	+$2.09K	﹤0.01%	599
2021 Q1	$18K	Buy	586 +205	+54%	+$6.16K	0.01%	602
2020 Q4	$11K	Sell	381 -1,436	-79%	-$42.4K	﹤0.01%	620
2020 Q3	$46K	Buy	1,817 +3	+0.2%	+$80	0.02%	323
2020 Q2	$47K	Buy	1,814 +43	+2%	+$1.14K	0.02%	314
2020 Q1	$46K	Sell	1,771 -471	-21%	-$14.8K	0.02%	322
2019 Q4	$73K	Sell	2,242 -123	-5%	-$3.98K	0.03%	308
2019 Q3	$81K	Buy	2,365 +491	+26%	+$16.5K	0.04%	245
2019 Q2	$64K	Sell	1,874 -1,617	-46%	-$57.1K	0.03%	272
2019 Q1	$125K	Sell	3,491 -25	-0.7%	-$851	0.06%	200
2018 Q4	$113K	Buy	3,516 +25	+0.7%	+$800	0.05%	200
2018 Q3	$109K	Hold	3,491	–	–	0.05%	222
2018 Q2	$106K	Hold	3,491	–	–	0.05%	209
2018 Q1	$97K	Sell	3,491 -41	-1%	-$1.11K	0.04%	227
2017 Q4	$99K	Hold	3,532	–	–	0.04%	232
2017 Q3	$95K	Hold	3,532	–	–	0.05%	218
2017 Q2	$91K	Sell	3,532 -321	-8%	-$8.17K	0.05%	213
2017 Q1	$99K	Hold	3,853	–	–	0.05%	212
2016 Q4	$98K	Hold	3,853	–	–	0.05%	223
2016 Q3	$91K	Hold	3,853	–	–	0.05%	224
2016 Q2	$100K	Hold	3,853	–	–	0.06%	204
2016 Q1	$99K	Sell	3,853 -40	-1%	-$896	0.05%	207
2015 Q4	$77K	Sell	3,893 -241	-6%	-$4.88K	0.04%	240
2015 Q3	$88K	Hold	4,134	–	–	0.05%	211
2015 Q2	$93K	Buy	4,134 +36	+0.9%	+$862	0.05%	199
2015 Q1	$98K	Sell	4,098 -1,245	-23%	-$30.8K	0.06%	178
2014 Q4	$141K	Sell	5,343 -285	-5%	-$7.31K	0.09%	151
2014 Q3	$137K	Sell	5,628 -1,402	-20%	-$32.8K	0.09%	147
2014 Q2	$183K	Hold	7,030	–	–	0.11%	131
2014 Q1	$168K	Sell	7,030 -701	-9%	-$14.8K	0.11%	135
2013 Q4	$151K	Hold	7,731	–	–	0.09%	141
2013 Q3	$163K	Hold	7,731	–	–	0.12%	121
2013 Q2	$170K	Buy	+7,731	New	+$188K	0.13%	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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

TCI Wealth Advisors's EXC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Exelon (EXC) in Q2 2023, closing a stake of 1,695 shares — an estimated $71K sold.

TCI Wealth Advisors first reported a position in EXC in Q2 2013 and held it in 40 quarters. The position peaked at $183K in Q2 2014. 1,003 funds tracked by Wall St. Rank hold EXC as of Q2 2023.

TCI Wealth Advisors reported no remaining Exelon position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,695 Exelon shares in Q2 2023, an estimated $71K.
TCI Wealth Advisors first reported a position in Exelon in Q2 2013 and held it in 40 quarters.
TCI Wealth Advisors's Exelon position peaked at $183K in Q2 2014.
1,003 funds tracked by Wall St. Rank held Exelon as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.