MWM
NEOS

Mission Wealth Management’s Neos Therapeutics, Inc NEOS Stock Holding History

Mission Wealth Management’s Portfolio NEOS Stock Details NEOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-16,406
Closed -$27K – 322
2018
Q4 		$27K Hold
16,406
– – ﹤0.01% 276
2018
Q3 		$80K Hold
16,406
– – 0.01% 278
2018
Q2 		$103K Hold
16,406
– – 0.02% 261
2018
Q1 		$136K Sell
16,406
-541
-3% -$5.17K 0.02% 229
2017
Q4 		$173K Hold
16,947
– – 0.03% 220
2017
Q3 		$155K Hold
16,947
– – 0.03% 197
2017
Q2 		$124K Hold
16,947
– – 0.02% 185
2017
Q1 		$122K Buy
+16,947
New +$105K 0.02% 186

Other funds holding NEOS

SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mission Wealth Management's NEOS Position: Q1 2019 in Review

Mission Wealth Management sold out of Neos Therapeutics, Inc (NEOS) in Q1 2019, closing a stake of 16,406 shares — an estimated $27K sold.

Mission Wealth Management first reported a position in NEOS in Q1 2017 and held it in 8 quarters. The position peaked at $173K in Q4 2017. 63 funds tracked by Wall St. Rank hold NEOS as of Q1 2019.

  • Mission Wealth Management reported no remaining Neos Therapeutics, Inc position as of Q1 2019 after selling out during the quarter.
  • Mission Wealth Management sold 16,406 Neos Therapeutics, Inc shares in Q1 2019, an estimated $27K.
  • Mission Wealth Management first reported a position in Neos Therapeutics, Inc in Q1 2017 and held it in 8 quarters.
  • Mission Wealth Management's Neos Therapeutics, Inc position peaked at $173K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held Neos Therapeutics, Inc as of Q1 2019.

Based on Mission Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.