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Iron Horse Wealth Management’s NeoGenomics NEO Stock Holding History

Iron Horse 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
Q1 		– Sell
-17
Closed -$1K – 252
2021
Q4 		$1K Hold
17
– – ﹤0.01% 197
2021
Q3 		$1K Buy
+17
New +$787 ﹤0.01% 184

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Brown Advisory
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Janus Henderson Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Iron Horse Wealth Management's NEO Position: Q1 2022 in Review

Iron Horse Wealth Management sold out of NeoGenomics (NEO) in Q1 2022, closing a stake of 17 shares — an estimated $1K sold.

Iron Horse Wealth Management first reported a position in NEO in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 280 funds tracked by Wall St. Rank hold NEO as of Q1 2022.

  • Iron Horse Wealth Management reported no remaining NeoGenomics position as of Q1 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 17 NeoGenomics shares in Q1 2022, an estimated $1K.
  • Iron Horse Wealth Management first reported a position in NeoGenomics in Q3 2021 and held it in 2 quarters.
  • Iron Horse Wealth Management's NeoGenomics position peaked at $1K in Q4 2021.
  • 280 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2022.

Based on Iron Horse Wealth Management's 13F filing for Q1 2022, filed 11 Apr 2022.