HGWM
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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

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Artisan Partners
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return