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	–	349
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MinichMacGregor Wealth Management's NEO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of NeoGenomics (NEO) in Q1 2023, closing a stake of 300 shares — an estimated $2.77K sold.

MinichMacGregor Wealth Management first reported a position in NEO in Q4 2015 and held it in 13 quarters. The position peaked at $4K in Q3 2018. 256 funds tracked by Wall St. Rank hold NEO as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining NeoGenomics position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 300 NeoGenomics shares in Q1 2023, an estimated $2.77K.
MinichMacGregor Wealth Management first reported a position in NeoGenomics in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's NeoGenomics position peaked at $4K in Q3 2018.
256 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.