Harvest Group Wealth Management’s NeoGenomics NEO Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-42	Closed	-$2K	–	463
2020 Q4	$2K	Hold	42	–	–	﹤0.01%	371
2020 Q3	$2K	Hold	42	–	–	﹤0.01%	361
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	397
2020 Q1	$1K	Sell	42 -68	-62%	-$2.04K	﹤0.01%	405
2019 Q4	$3K	Hold	110	–	–	﹤0.01%	519
2019 Q3	$2K	Hold	110	–	–	﹤0.01%	731
2019 Q2	$2K	Buy	110 +56	+104%	+$1.23K	﹤0.01%	574
2019 Q1	$1K	Buy	+54	New	+$938	﹤0.01%	809

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Harvest Group Wealth Management's NEO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of NeoGenomics (NEO) in Q1 2021, closing a stake of 42 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in NEO in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 332 funds tracked by Wall St. Rank hold NEO as of Q1 2021.

Harvest Group Wealth Management reported no remaining NeoGenomics position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 42 NeoGenomics shares in Q1 2021, an estimated $2K.
Harvest Group Wealth Management first reported a position in NeoGenomics in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's NeoGenomics position peaked at $3K in Q4 2019.
332 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.