West Financial Advisors’s Exelon EXC Stock Holding History

West Financial Advisors’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 Q4	–	Sell	-205	Closed	-$7.75K	–	173
2023 Q3	$7.75K	Buy	+205	New	+$8.35K	﹤0.01%	136

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

West Financial Advisors's EXC Position: Q4 2023 in Review

West Financial Advisors sold out of Exelon (EXC) in Q4 2023, closing a stake of 205 shares — an estimated $7.75K sold.

West Financial Advisors first reported a position in EXC in Q3 2023 and held it in 1 quarter. The position peaked at $7.75K in Q3 2023. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

West Financial Advisors reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
West Financial Advisors sold 205 Exelon shares in Q4 2023, an estimated $7.75K.
West Financial Advisors first reported a position in Exelon in Q3 2023 and held it in 1 quarter.
West Financial Advisors's Exelon position peaked at $7.75K in Q3 2023.
1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.