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WealthPlan Investment Management’s Exelon EXC Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-593
Closed -$24.8K – 400
2023
Q1 		$24.8K Buy
+593
New +$24.7K ﹤0.01% 284

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPlan Investment Management's EXC Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Exelon (EXC) in Q2 2023, closing a stake of 593 shares — an estimated $24.8K sold.

WealthPlan Investment Management first reported a position in EXC in Q1 2023 and held it in 1 quarter. The position peaked at $24.8K in Q1 2023. 1,003 funds tracked by Wall St. Rank hold EXC as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Exelon position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 593 Exelon shares in Q2 2023, an estimated $24.8K.
  • WealthPlan Investment Management first reported a position in Exelon in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Exelon position peaked at $24.8K in Q1 2023.
  • 1,003 funds tracked by Wall St. Rank held Exelon as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.