MWM
NEO icon

Modera Wealth Management’s NeoGenomics NEO Stock Holding History

Modera 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
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

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Modera Wealth Management's NEO Position: Q1 2022 in Review

Modera Wealth Management sold out of NeoGenomics (NEO) in Q1 2022, closing a stake of 6,425 shares — an estimated $219K sold.

Modera Wealth Management first reported a position in NEO in Q4 2020 and held it in 2 quarters. The position peaked at $257K in Q4 2020. 279 funds tracked by Wall St. Rank hold NEO as of Q1 2022.

  • Modera Wealth Management reported no remaining NeoGenomics position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 6,425 NeoGenomics shares in Q1 2022, an estimated $219K.
  • Modera Wealth Management first reported a position in NeoGenomics in Q4 2020 and held it in 2 quarters.
  • Modera Wealth Management's NeoGenomics position peaked at $257K in Q4 2020.
  • 279 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.