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IAG Wealth Partners’s NeoGenomics NEO Stock Holding History

IAG 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
2024
Q4 		– Sell
-100
Closed -$1.48K – 527
2024
Q3 		$1.48K Hold
100
– – ﹤0.01% 455
2024
Q2 		$1.39K Hold
100
– – ﹤0.01% 464
2024
Q1 		$1.57K Hold
100
– – ﹤0.01% 410
2023
Q4 		$1.62K Hold
100
– – ﹤0.01% 391
2023
Q3 		$1.23K Hold
100
– – ﹤0.01% 411
2023
Q2 		$1.61K Hold
100
– – ﹤0.01% 408
2023
Q1 		$1.74K Hold
100
– – ﹤0.01% 412
2022
Q4 		$924 Hold
100
– – ﹤0.01% 409
2022
Q3 		$1K Hold
100
– – ﹤0.01% 415
2022
Q2 		$1K Hold
100
– – ﹤0.01% 414
2022
Q1 		$1K Hold
100
– – ﹤0.01% 425
2021
Q4 		$3K Hold
100
– – ﹤0.01% 368
2021
Q3 		$5K Hold
100
– – ﹤0.01% 333
2021
Q2 		$5K Hold
100
– – ﹤0.01% 320
2021
Q1 		$5K Sell
100
-100
-50% -$5.21K ﹤0.01% 314
2020
Q4 		$11K Hold
200
– – ﹤0.01% 233
2020
Q3 		$8K Hold
200
– – ﹤0.01% 250
2020
Q2 		$7K Hold
200
– – ﹤0.01% 267
2020
Q1 		$6K Hold
200
– – ﹤0.01% 263
2019
Q4 		$6K Buy
+200
New +$4.76K ﹤0.01% 297

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IAG Wealth Partners's NEO Position: Q4 2024 in Review

IAG Wealth Partners sold out of NeoGenomics (NEO) in Q4 2024, closing a stake of 100 shares — an estimated $1.48K sold.

IAG Wealth Partners first reported a position in NEO in Q4 2019 and held it in 20 quarters. The position peaked at $11K in Q4 2020. 253 funds tracked by Wall St. Rank hold NEO as of Q4 2024.

  • IAG Wealth Partners reported no remaining NeoGenomics position as of Q4 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 100 NeoGenomics shares in Q4 2024, an estimated $1.48K.
  • IAG Wealth Partners first reported a position in NeoGenomics in Q4 2019 and held it in 20 quarters.
  • IAG Wealth Partners's NeoGenomics position peaked at $11K in Q4 2020.
  • 253 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.