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TD Ameritrade Investment Management’s Exelon EXC Stock Holding History

TD Ameritrade 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
2023
Q3 		– Sell
-182
Closed -$7K – 154
2023
Q2 		$7K Sell
182
-109
-37% -$4.51K ﹤0.01% 377
2023
Q1 		$12K Buy
291
+2
+0.7% +$83 ﹤0.01% 357
2022
Q4 		$12K Sell
289
-72
-20% -$2.85K ﹤0.01% 365
2022
Q3 		$14K Sell
361
-54
-13% -$2.39K ﹤0.01% 354
2022
Q2 		$19K Buy
415
+7
+2% +$329 ﹤0.01% 382
2022
Q1 		$19K Sell
408
-209
-34% -$8.85K ﹤0.01% 423
2021
Q4 		$25K Buy
+617
New +$23.2K ﹤0.01% 395
2020
Q1 		– Sell
-280
Closed -$9K – 630
2019
Q4 		$9K Sell
280
-2,783
-91% -$90.1K ﹤0.01% 468
2019
Q3 		$106K Sell
3,063
-14
-0.5% -$470 ﹤0.01% 210
2019
Q2 		$105K Buy
3,077
+2,847
+1,238% +$100K ﹤0.01% 200
2019
Q1 		$8K Sell
230
-2,797
-92% -$95.2K ﹤0.01% 378
2018
Q4 		$97K Buy
3,027
+1,416
+88% +$45.3K ﹤0.01% 188
2018
Q3 		$50K Buy
1,611
+1,430
+790% +$44K ﹤0.01% 209
2018
Q2 		$5K Buy
+181
New +$5.18K ﹤0.01% 263

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Ameritrade Investment Management's EXC Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Exelon (EXC) in Q3 2023, closing a stake of 182 shares — an estimated $7K sold.

TD Ameritrade Investment Management first reported a position in EXC in Q2 2018 and held it in 14 quarters. The position peaked at $106K in Q3 2019. 997 funds tracked by Wall St. Rank hold EXC as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Exelon position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 182 Exelon shares in Q3 2023, an estimated $7K.
  • TD Ameritrade Investment Management first reported a position in Exelon in Q2 2018 and held it in 14 quarters.
  • TD Ameritrade Investment Management's Exelon position peaked at $106K in Q3 2019.
  • 997 funds tracked by Wall St. Rank held Exelon as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.