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Heritage Financial Services’s NeoGenomics NEO Stock Holding History

Heritage Financial Services’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
-200
Closed -$1K – 323
2022
Q2 		$1K Buy
+200
New +$1.91K ﹤0.01% 469

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Heritage Financial Services's NEO Position: Q3 2022 in Review

Heritage Financial Services sold out of NeoGenomics (NEO) in Q3 2022, closing a stake of 200 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in NEO in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 245 funds tracked by Wall St. Rank hold NEO as of Q3 2022.

  • Heritage Financial Services reported no remaining NeoGenomics position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 200 NeoGenomics shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in NeoGenomics in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's NeoGenomics position peaked at $1K in Q2 2022.
  • 245 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.