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BerganKDV Wealth Management’s Exagen XGN Stock Holding History

BerganKDV Wealth Management’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
2023
Q2 		$7.25K Buy
+2,500
New +$7.11K ﹤0.01% 579

Other funds holding XGN

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

BerganKDV Wealth Management's XGN Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Exagen (XGN) in Q2 2023: 2,500 shares worth $7.25K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings.

28 funds tracked by Wall St. Rank hold XGN as of Q2 2023.

  • BerganKDV Wealth Management held 2,500 shares of Exagen worth $7.25K as of Q2 2023.
  • Exagen was a new BerganKDV Wealth Management position in Q2 2023.
  • Exagen made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #579 holding.
  • 28 funds tracked by Wall St. Rank held Exagen as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.