Curi Wealth Management’s NeoGenomics NEO Stock Holding History

Curi Wealth Management’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	-193	Closed	-$2K	–	520
2022 Q2	$2K	Hold	193	–	–	﹤0.01%	522
2022 Q1	$2K	Hold	193	–	–	﹤0.01%	459
2021 Q4	$6K	Buy	+193	New	+$7.56K	﹤0.01%	361
2021 Q1	–	Sell	-193	Closed	-$10K	–	349
2020 Q4	$10K	Buy	+193	New	+$8.72K	0.01%	250

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

Curi Wealth Management's NEO Position: Q3 2022 in Review

Curi Wealth Management sold out of NeoGenomics (NEO) in Q3 2022, closing a stake of 193 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in NEO in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 245 funds tracked by Wall St. Rank hold NEO as of Q3 2022.

Curi Wealth Management reported no remaining NeoGenomics position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 193 NeoGenomics shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in NeoGenomics in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's NeoGenomics position peaked at $10K in Q4 2020.
245 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.