Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Janney Montgomery Scott’s
NeoGenomics
NEO
Stock Holding History
Janney Montgomery Scott’s Portfolio
NEO Stock Details
NEO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-7,220
Closed
-$246K
–
2366
2021
Q4
$246K
Sell
7,220
-8,525
-54%
-$334K
﹤0.01%
2120
2021
Q3
$760K
Sell
15,745
-41,360
-72%
-$1.91M
﹤0.01%
1424
2021
Q2
$2.58M
Buy
57,105
+51,114
+853%
+$2.26M
0.01%
833
2021
Q1
$289K
Buy
5,991
+1,164
+24%
+$60.6K
﹤0.01%
1873
2020
Q4
$260K
Buy
+4,827
New
+$218K
﹤0.01%
1970
2017
Q3
–
Sell
-10,500
Closed
-$94K
–
1851
2017
Q2
$94K
Buy
+10,500
New
+$83.3K
﹤0.01%
1701
Other funds holding NEO
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close