Amplius Wealth Advisors’s Exagen XGN Stock Holding History

Amplius Wealth 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
2022 Q1	–	Sell	-497	Closed	-$5K	–	932
2021 Q4	$5K	Buy	+497	New	+$5.82K	﹤0.01%	723

Other funds holding XGN

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

SCM

Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $107M AUM 82.62% 1-Year Est. Return

Amplius Wealth Advisors's XGN Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Exagen (XGN) in Q1 2022, closing a stake of 497 shares — an estimated $5K sold.

Amplius Wealth Advisors first reported a position in XGN in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 53 funds tracked by Wall St. Rank hold XGN as of Q1 2022.

Amplius Wealth Advisors reported no remaining Exagen position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 497 Exagen shares in Q1 2022, an estimated $5K.
Amplius Wealth Advisors first reported a position in Exagen in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Exagen position peaked at $5K in Q4 2021.
53 funds tracked by Wall St. Rank held Exagen as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.