Capital Advisors Ltd’s Exagen XGN Stock Holding History

Capital Advisors Ltd’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 Q3	–	Sell	-161	Closed	-$1K	–	1564
2022 Q2	$1K	Buy	+161	New	+$937	﹤0.01%	930

Other funds holding XGN

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

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

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

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

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Capital Advisors Ltd's XGN Position: Q3 2022 in Review

Capital Advisors Ltd sold out of Exagen (XGN) in Q3 2022, closing a stake of 161 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in XGN in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 38 funds tracked by Wall St. Rank hold XGN as of Q3 2022.

Capital Advisors Ltd reported no remaining Exagen position as of Q3 2022 after selling out during the quarter.
Capital Advisors Ltd sold 161 Exagen shares in Q3 2022, an estimated $1K.
Capital Advisors Ltd first reported a position in Exagen in Q2 2022 and held it in 1 quarter.
Capital Advisors Ltd's Exagen position peaked at $1K in Q2 2022.
38 funds tracked by Wall St. Rank held Exagen as of Q3 2022.

Based on Capital Advisors Ltd's 13F filing for Q3 2022, filed 9 Nov 2022.