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TFO Wealth Partners’s Exelon EXC Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-6
Closed -$215 – 849
2023
Q4 		$215 Hold
6
– – ﹤0.01% 622
2023
Q3 		$244 Buy
+6
New +$244 ﹤0.01% 732
2022
Q3 		– Sell
-142
Closed -$6K – 256
2022
Q2 		$6K Buy
+142
New +$6.68K ﹤0.01% 191
2022
Q1 		– Sell
-77
Closed -$3K – 131
2021
Q4 		$3K Buy
+77
New +$2.9K ﹤0.01% 115

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TFO Wealth Partners's EXC Position: Q1 2024 in Review

TFO Wealth Partners sold out of Exelon (EXC) in Q1 2024, closing a stake of 6 shares — an estimated $215 sold.

TFO Wealth Partners first reported a position in EXC in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 1,007 funds tracked by Wall St. Rank hold EXC as of Q1 2024.

  • TFO Wealth Partners reported no remaining Exelon position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Exelon shares in Q1 2024, an estimated $215.
  • TFO Wealth Partners first reported a position in Exelon in Q4 2021 and held it in 4 quarters.
  • TFO Wealth Partners's Exelon position peaked at $6K in Q2 2022.
  • 1,007 funds tracked by Wall St. Rank held Exelon as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.