Truepoint Inc’s Exelon EXC Stock Holding History

Truepoint Inc’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 Q4	–	Sell	-5,374	Closed	-$203K	–	252
2023 Q3	$203K	Buy	+5,374	New	+$219K	0.01%	194

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Truepoint Inc's EXC Position: Q4 2023 in Review

Truepoint Inc sold out of Exelon (EXC) in Q4 2023, closing a stake of 5,374 shares — an estimated $203K sold.

Truepoint Inc first reported a position in EXC in Q3 2023 and held it in 1 quarter. The position peaked at $203K in Q3 2023. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

Truepoint Inc reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
Truepoint Inc sold 5,374 Exelon shares in Q4 2023, an estimated $203K.
Truepoint Inc first reported a position in Exelon in Q3 2023 and held it in 1 quarter.
Truepoint Inc's Exelon position peaked at $203K in Q3 2023.
1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on Truepoint Inc's 13F filing for Q4 2023, filed 12 Feb 2024.