APA
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American Portfolios Advisors’s Exagen XGN Stock Holding History

American Portfolios Advisors’s Portfolio XGN Stock Details XGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,063
Closed -$14.5K – 3603
2021
Q3 		$14.5K Buy
1,063
+75
+8% +$997 ﹤0.01% 2422
2021
Q2 		$14.8K Hold
988
– – ﹤0.01% 2341
2021
Q1 		$17.3K Buy
+988
New +$17.6K ﹤0.01% 2140

Other funds holding XGN

CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

American Portfolios Advisors's XGN Position: Q4 2021 in Review

American Portfolios Advisors sold out of Exagen (XGN) in Q4 2021, closing a stake of 1,063 shares — an estimated $14.5K sold.

American Portfolios Advisors first reported a position in XGN in Q1 2021 and held it in 3 quarters. The position peaked at $17.3K in Q1 2021. 53 funds tracked by Wall St. Rank hold XGN as of Q4 2021.

  • American Portfolios Advisors reported no remaining Exagen position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 1,063 Exagen shares in Q4 2021, an estimated $14.5K.
  • American Portfolios Advisors first reported a position in Exagen in Q1 2021 and held it in 3 quarters.
  • American Portfolios Advisors's Exagen position peaked at $17.3K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held Exagen as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.