Western Wealth Management’s Exelon EXC Stock Holding History

Western Wealth 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
2022 Q4	–	Sell	-6,535	Closed	-$244K	–	656
2022 Q3	$244K	Buy	6,535 +112	+2%	+$4.95K	0.01%	692
2022 Q2	$287K	Buy	6,423 +311	+5%	+$14.6K	0.02%	630
2022 Q1	$291K	Sell	6,112 -491	-7%	-$20.8K	0.01%	685
2021 Q4	$273K	Buy	+6,603	New	+$249K	0.03%	500
2019 Q2	–	Sell	-5,719	Closed	-$203K	–	408
2019 Q1	$203K	Buy	+5,719	New	+$195K	0.05%	362

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Western Wealth Management's EXC Position: Q4 2022 in Review

Western Wealth Management sold out of Exelon (EXC) in Q4 2022, closing a stake of 6,535 shares — an estimated $244K sold.

Western Wealth Management first reported a position in EXC in Q1 2019 and held it in 5 quarters. The position peaked at $291K in Q1 2022. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

Western Wealth Management reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 6,535 Exelon shares in Q4 2022, an estimated $244K.
Western Wealth Management first reported a position in Exelon in Q1 2019 and held it in 5 quarters.
Western Wealth Management's Exelon position peaked at $291K in Q1 2022.
1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.