Concord Wealth Partners’s NeoGenomics NEO Stock Holding History

Concord Wealth Partners’s Portfolio NEO Stock Details NEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-62	Closed	-$1K	–	769
2022 Q2	$1K	Hold	62	–	–	﹤0.01%	1160
2022 Q1	$1K	Hold	62	–	–	﹤0.01%	1224
2021 Q4	$2K	Hold	62	–	–	﹤0.01%	1143
2021 Q3	$3K	Hold	62	–	–	﹤0.01%	699
2021 Q2	$3K	Hold	62	–	–	﹤0.01%	832
2021 Q1	$3K	Hold	62	–	–	﹤0.01%	769
2020 Q4	$3K	Buy	+62	New	+$2.8K	﹤0.01%	480

Other funds holding NEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's NEO Position: Q3 2022 in Review

Concord Wealth Partners sold out of NeoGenomics (NEO) in Q3 2022, closing a stake of 62 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in NEO in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 245 funds tracked by Wall St. Rank hold NEO as of Q3 2022.

Concord Wealth Partners reported no remaining NeoGenomics position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 62 NeoGenomics shares in Q3 2022, an estimated $1K.
Concord Wealth Partners first reported a position in NeoGenomics in Q4 2020 and held it in 7 quarters.
Concord Wealth Partners's NeoGenomics position peaked at $3K in Q3 2021.
245 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.