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Voisard Asset Management Group’s Exelon EXC Stock Holding History

Voisard Asset Management Group’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
Q4 		– Sell
-11
Closed -$447 – 272
2024
Q3 		$447 Buy
+11
New +$414 ﹤0.01% 616

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Voisard Asset Management Group's EXC Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Exelon (EXC) in Q4 2024, closing a stake of 11 shares — an estimated $447 sold.

Voisard Asset Management Group first reported a position in EXC in Q3 2024 and held it in 1 quarter. The position peaked at $447 in Q3 2024. 1,103 funds tracked by Wall St. Rank hold EXC as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Exelon position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 11 Exelon shares in Q4 2024, an estimated $447.
  • Voisard Asset Management Group first reported a position in Exelon in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Exelon position peaked at $447 in Q3 2024.
  • 1,103 funds tracked by Wall St. Rank held Exelon as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.