Wahed Invest’s Exelon EXC Stock Holding History

Wahed Invest’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 Q3	–	Sell	-10,482	Closed	-$475K	–	243
2022 Q2	$475K	Sell	10,482 -1,009	-9%	-$47.4K	0.29%	61
2022 Q1	$547K	Sell	11,491 -4,904	-30%	-$208K	0.32%	66
2021 Q4	$675K	Buy	+16,395	New	+$617K	0.38%	53

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wahed Invest's EXC Position: Q3 2022 in Review

Wahed Invest sold out of Exelon (EXC) in Q3 2022, closing a stake of 10,482 shares — an estimated $475K sold.

Wahed Invest first reported a position in EXC in Q4 2021 and held it in 3 quarters. The position peaked at $675K in Q4 2021. 988 funds tracked by Wall St. Rank hold EXC as of Q3 2022.

Wahed Invest reported no remaining Exelon position as of Q3 2022 after selling out during the quarter.
Wahed Invest sold 10,482 Exelon shares in Q3 2022, an estimated $475K.
Wahed Invest first reported a position in Exelon in Q4 2021 and held it in 3 quarters.
Wahed Invest's Exelon position peaked at $675K in Q4 2021.
988 funds tracked by Wall St. Rank held Exelon as of Q3 2022.

Based on Wahed Invest's 13F filing for Q3 2022, filed 14 Nov 2022.