V Wealth Advisors’s Exelon EXC Stock Holding History

V 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 Q3	–	Sell	-8,315	Closed	-$339K	–	191
2023 Q2	$339K	Buy	8,315 +2	+0%	+$83	0.06%	268
2023 Q1	$348K	Sell	8,313 -7	-0.1%	-$292	0.07%	254
2022 Q4	$360K	Buy	8,320 +788	+10%	+$31.1K	0.07%	249
2022 Q3	$282K	Sell	7,532 -628	-8%	-$27.8K	0.06%	297
2022 Q2	$370K	Buy	8,160 +1,316	+19%	+$61.9K	0.07%	272
2022 Q1	$326K	Sell	6,844 -2,750	-29%	-$116K	0.05%	330
2021 Q4	$395K	Buy	9,594 +422	+5%	+$15.9K	0.06%	307
2021 Q3	$316K	Buy	9,172 +1,554	+20%	+$53.1K	0.05%	351
2021 Q2	$241K	Buy	7,618 +63	+0.8%	+$2.03K	0.04%	410
2021 Q1	$235K	Buy	7,555 +1	+0%	+$30	0.04%	381
2020 Q4	$227K	Buy	+7,554	New	+$223K	0.05%	345
2020 Q3	–	Sell	-11,154	Closed	-$289K	–	218
2020 Q2	$289K	Sell	11,154 -1,001	-8%	-$26.6K	0.08%	280
2020 Q1	$319K	Buy	12,155 +3,191	+36%	+$100K	0.1%	207
2019 Q4	$309K	Hold	8,964	–	–	0.11%	197
2019 Q3	$309K	Buy	+8,964	New	+$301K	0.11%	196
2017 Q3	–	Sell	-4,346	Closed	-$111K	–	365
2017 Q2	$111K	Buy	+4,346	New	+$111K	0.05%	233

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

V Wealth Advisors's EXC Position: Q3 2023 in Review

V Wealth Advisors sold out of Exelon (EXC) in Q3 2023, closing a stake of 8,315 shares — an estimated $339K sold.

V Wealth Advisors first reported a position in EXC in Q2 2017 and held it in 16 quarters. The position peaked at $395K in Q4 2021. 997 funds tracked by Wall St. Rank hold EXC as of Q3 2023.

V Wealth Advisors reported no remaining Exelon position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 8,315 Exelon shares in Q3 2023, an estimated $339K.
V Wealth Advisors first reported a position in Exelon in Q2 2017 and held it in 16 quarters.
V Wealth Advisors's Exelon position peaked at $395K in Q4 2021.
997 funds tracked by Wall St. Rank held Exelon as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.