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MWM
Modera Wealth Management’s
NeoGenomics
NEO
Stock Holding History
Modera Wealth Management’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
-6,425
Closed
-$219K
–
514
2021
Q4
$219K
Buy
+6,425
New
+$252K
0.01%
537
2021
Q1
–
Sell
-4,770
Closed
-$257K
–
242
2020
Q4
$257K
Buy
+4,770
New
+$216K
0.02%
200
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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
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