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NewEdge Advisors’s
NeoGenomics
NEO
Stock Holding History
NewEdge Advisors’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
2025
Q1
–
Sell
-18,622
Closed
-$307K
–
4063
2024
Q4
$307K
Buy
18,622
+2,558
+16%
+$39.7K
﹤0.01%
1863
2024
Q3
$237K
Buy
16,064
+10,634
+196%
+$166K
﹤0.01%
1927
2024
Q2
$75.3K
Buy
5,430
+534
+11%
+$7.57K
﹤0.01%
2201
2024
Q1
$77K
Buy
4,896
+1,711
+54%
+$26.4K
﹤0.01%
2152
2023
Q4
$51.5K
Buy
3,185
+340
+12%
+$5.56K
﹤0.01%
2220
2023
Q3
$35K
Sell
2,845
-288
-9%
-$4.28K
﹤0.01%
2211
2023
Q2
$50.3K
Buy
+3,133
New
+$51.6K
﹤0.01%
2083
2023
Q1
–
Sell
-157
Closed
-$1.45K
–
3887
2022
Q4
$1.45K
Buy
+157
New
+$1.46K
﹤0.01%
2922
2021
Q4
–
Sell
-10,310
Closed
-$497K
–
1678
2021
Q3
$497K
Buy
10,310
+736
+8%
+$34.1K
0.01%
748
2021
Q2
$433K
Buy
+9,574
New
+$424K
0.01%
780
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
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
FLAM
First Light Asset Management
Edina, Minnesota
$1.12B AUM
114.45%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
GF
Greenhouse Funds
Baltimore, Maryland
$2.11B AUM
12.38%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
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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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