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Total Clarity Wealth Management’s Exagen XGN Stock Holding History

Total Clarity 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
2022
Q1 		– Sell
-1,723
Closed -$20K – 924
2021
Q4 		$20K Buy
1,723
+158
+10% +$1.85K 0.01% 570
2021
Q3 		$21K Buy
+1,565
New +$20.8K 0.01% 554
2021
Q2 		– Sell
-378
Closed -$7K – 754
2021
Q1 		$7K Buy
+378
New +$6.74K ﹤0.01% 635

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Total Clarity Wealth Management's XGN Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Exagen (XGN) in Q1 2022, closing a stake of 1,723 shares — an estimated $20K sold.

Total Clarity Wealth Management first reported a position in XGN in Q1 2021 and held it in 3 quarters. The position peaked at $21K in Q3 2021. 53 funds tracked by Wall St. Rank hold XGN as of Q1 2022.

  • Total Clarity Wealth Management reported no remaining Exagen position as of Q1 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,723 Exagen shares in Q1 2022, an estimated $20K.
  • Total Clarity Wealth Management first reported a position in Exagen in Q1 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Exagen position peaked at $21K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Exagen as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.