NewEdge Advisors’s Exagen XGN Stock Holding History

NewEdge 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
2023 Q2	–	Sell	-521	Closed	-$1.27K	–	3648
2023 Q1	$1.27K	Buy	521 +276	+113%	+$714	﹤0.01%	3125
2022 Q4	$588	Buy	+245	New	+$628	﹤0.01%	3141

Other funds holding XGN

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

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

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 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

NewEdge Advisors's XGN Position: Q2 2023 in Review

NewEdge Advisors sold out of Exagen (XGN) in Q2 2023, closing a stake of 521 shares — an estimated $1.27K sold.

NewEdge Advisors first reported a position in XGN in Q4 2022 and held it in 2 quarters. The position peaked at $1.27K in Q1 2023. 28 funds tracked by Wall St. Rank hold XGN as of Q2 2023.

NewEdge Advisors reported no remaining Exagen position as of Q2 2023 after selling out during the quarter.
NewEdge Advisors sold 521 Exagen shares in Q2 2023, an estimated $1.27K.
NewEdge Advisors first reported a position in Exagen in Q4 2022 and held it in 2 quarters.
NewEdge Advisors's Exagen position peaked at $1.27K in Q1 2023.
28 funds tracked by Wall St. Rank held Exagen as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.