Wilbanks Smith & Thomas Asset Management’s Exelon EXC Stock Holding History

Wilbanks Smith & Thomas Asset 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	-8,500	Closed	-$318K	–	503
2022 Q3	$318K	Sell	8,500 -537	-6%	-$23.7K	0.01%	354
2022 Q2	$410K	Buy	9,037 +86	+1%	+$4.04K	0.02%	327
2022 Q1	$418K	Sell	8,951 -944	-10%	-$40K	0.02%	335
2021 Q4	$408K	Buy	9,895 +701	+8%	+$26.4K	0.01%	357
2021 Q3	$317K	Hold	9,194	–	–	0.01%	375
2021 Q2	$291K	Hold	9,194	–	–	0.01%	398
2021 Q1	$287K	Buy	9,194 +311	+4%	+$9.35K	0.01%	378
2020 Q4	$268K	Buy	+8,883	New	+$262K	0.01%	356
2018 Q4	–	Sell	-219	Closed	-$7K	–	656
2018 Q3	$7K	Buy	+219	New	+$6.74K	﹤0.01%	1122
2014 Q3	–	Sell	-14,047	Closed	-$365K	–	294
2014 Q2	$365K	Sell	14,047 -500	-3%	-$12.8K	0.04%	203
2014 Q1	$348K	Sell	14,547 -1,685	-10%	-$35.5K	0.04%	205
2013 Q4	$317K	Sell	16,232 -3,093	-16%	-$62.2K	0.04%	208
2013 Q3	$409K	Buy	19,325 +22	+0.1%	+$481	0.05%	176
2013 Q2	$425K	Buy	+19,303	New	+$468K	0.07%	165

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

Wilbanks Smith & Thomas Asset Management's EXC Position: Q4 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Exelon (EXC) in Q4 2022, closing a stake of 8,500 shares — an estimated $318K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in EXC in Q2 2013 and held it in 14 quarters. The position peaked at $425K in Q2 2013. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 8,500 Exelon shares in Q4 2022, an estimated $318K.
Wilbanks Smith & Thomas Asset Management first reported a position in Exelon in Q2 2013 and held it in 14 quarters.
Wilbanks Smith & Thomas Asset Management's Exelon position peaked at $425K in Q2 2013.
1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.