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WealthPLAN Partners’s Exelon EXC Stock Holding History

WealthPLAN Partners’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 		– Sell
-1,274
Closed -$51.9K – 558
2023
Q2 		$51.9K Hold
1,274
– – 0.01% 499
2023
Q1 		$53.4K Buy
+1,274
New +$53.1K 0.01% 539
2016
Q3 		$21.5K Sell
948
-1,626
-63% -$40.9K 0.01% 471
2016
Q2 		$24.4K Buy
+2,574
New +$63.7K ﹤0.01% 1300

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

WealthPLAN Partners's EXC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Exelon (EXC) in Q3 2023, closing a stake of 1,274 shares — an estimated $51.9K sold.

WealthPLAN Partners first reported a position in EXC in Q2 2016 and held it in 4 quarters. The position peaked at $53.4K in Q1 2023. 998 funds tracked by Wall St. Rank hold EXC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Exelon position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,274 Exelon shares in Q3 2023, an estimated $51.9K.
  • WealthPLAN Partners first reported a position in Exelon in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Exelon position peaked at $53.4K in Q1 2023.
  • 998 funds tracked by Wall St. Rank held Exelon as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.