Cowen Prime Advisors’s Exagen XGN Stock Holding History

Cowen Prime 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 Q4	–	Sell	-500	Closed	-$1K	–	194
2022 Q3	$1K	Hold	500	–	–	﹤0.01%	175
2022 Q2	$3K	Sell	500 -98,900	-99%	-$576K	﹤0.01%	171
2022 Q1	$798K	Sell	99,400 -3,000	-3%	-$25.9K	0.34%	45
2021 Q4	$1.19M	Sell	102,400 -80,500	-44%	-$943K	0.41%	46
2021 Q3	$2.49M	Buy	+182,900	New	+$2.43M	0.93%	31
2020 Q3	–	Sell	-500	Closed	-$3K	–	198
2020 Q2	$3K	Buy	+500	New	+$6.77K	﹤0.01%	170

Other funds holding XGN

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

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

SCM

Stonepine Capital Management Bend, Oregon $177M AUM 91.13% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Cowen Prime Advisors's XGN Position: Q4 2022 in Review

Cowen Prime Advisors sold out of Exagen (XGN) in Q4 2022, closing a stake of 500 shares — an estimated $1K sold.

Cowen Prime Advisors first reported a position in XGN in Q2 2020 and held it in 6 quarters. The position peaked at $2.49M in Q3 2021. 30 funds tracked by Wall St. Rank hold XGN as of Q4 2022.

Cowen Prime Advisors reported no remaining Exagen position as of Q4 2022 after selling out during the quarter.
Cowen Prime Advisors sold 500 Exagen shares in Q4 2022, an estimated $1K.
Cowen Prime Advisors first reported a position in Exagen in Q2 2020 and held it in 6 quarters.
Cowen Prime Advisors's Exagen position peaked at $2.49M in Q3 2021.
30 funds tracked by Wall St. Rank held Exagen as of Q4 2022.

Based on Cowen Prime Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.