Valley Wealth Managers’s Exelon EXC Stock Holding History

Valley Wealth Managers’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
2022 Q4	–	Sell	-43	Closed	-$2K	–	400
2022 Q3	$2K	Sell	43 -653	-94%	-$28.9K	﹤0.01%	368
2022 Q2	$32K	Buy	+696	New	+$32.7K	﹤0.01%	275

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Valley Wealth Managers's EXC Position: Q4 2022 in Review

Valley Wealth Managers sold out of Exelon (EXC) in Q4 2022, closing a stake of 43 shares — an estimated $2K sold.

Valley Wealth Managers first reported a position in EXC in Q2 2022 and held it in 2 quarters. The position peaked at $32K in Q2 2022. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

Valley Wealth Managers reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 43 Exelon shares in Q4 2022, an estimated $2K.
Valley Wealth Managers first reported a position in Exelon in Q2 2022 and held it in 2 quarters.
Valley Wealth Managers's Exelon position peaked at $32K in Q2 2022.
1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.