Wealth Management Solutions’s Exelon EXC Stock Holding History

Wealth Management Solutions’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	$284K	Buy	7,527 +6	+0.1%	+$244	0.2%	65
2023 Q2	$306K	Sell	7,521 -2,570	-25%	-$106K	0.2%	65
2023 Q1	$423K	Sell	10,091 -6,618	-40%	-$276K	0.24%	48
2022 Q4	$722K	Buy	16,709 +10,472	+168%	+$414K	0.38%	35
2022 Q3	$234K	Buy	6,237 +21	+0.3%	+$929	0.14%	70
2022 Q2	$282K	Buy	6,216 +351	+6%	+$16.5K	0.16%	64
2022 Q1	$279K	Sell	5,865 -2,445	-29%	-$104K	0.15%	89
2021 Q4	$342K	Buy	+8,310	New	+$313K	0.18%	81

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

Wealth Management Solutions's EXC Position: Q3 2023 in Review

Wealth Management Solutions increased its Exelon (EXC) stake by 0.08% in Q3 2023, buying an estimated $244 and bringing the position to 7,527 shares worth $284K. The position accounts for 0.2% of the portfolio, ranked #65.

Wealth Management Solutions first reported a position in EXC in Q4 2021 and has held it in 8 quarters since. The position peaked at $722K in Q4 2022. 998 funds tracked by Wall St. Rank hold EXC as of Q3 2023.

Wealth Management Solutions held 7,527 shares of Exelon worth $284K as of Q3 2023.
Wealth Management Solutions bought 6 Exelon shares in Q3 2023, an estimated $244.
Exelon made up 0.2% of Wealth Management Solutions's portfolio in Q3 2023, its #65 holding.
Wealth Management Solutions first reported a position in Exelon in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's Exelon position peaked at $722K in Q4 2022.
998 funds tracked by Wall St. Rank held Exelon as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.