MinichMacGregor Wealth Management’s NeoGenomics NEO Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-300	Closed	-$2.77K	–	438
2022 Q4	$2.77K	Buy	+300	New	+$2.8K	﹤0.01%	545
2018 Q4	–	Sell	-300	Closed	-$4K	–	350
2018 Q3	$4K	Hold	300	–	–	﹤0.01%	408
2018 Q2	$4K	Hold	300	–	–	﹤0.01%	405
2018 Q1	$2K	Hold	300	–	–	﹤0.01%	429
2017 Q4	$2K	Hold	300	–	–	﹤0.01%	419
2017 Q3	$3K	Hold	300	–	–	﹤0.01%	381
2017 Q2	$2K	Hold	300	–	–	﹤0.01%	390
2017 Q1	$2K	Hold	300	–	–	﹤0.01%	384
2016 Q4	$2K	Hold	300	–	–	﹤0.01%	384
2016 Q3	$2K	Hold	300	–	–	﹤0.01%	381
2016 Q2	$2K	Hold	300	–	–	﹤0.01%	366
2016 Q1	$2K	Hold	300	–	–	﹤0.01%	358
2015 Q4	$1K	Buy	+300	New	+$2.2K	﹤0.01%	355

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return