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Next Financial Group’s NeoGenomics NEO Stock Holding History

Next Financial Group’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
2021
Q4 		$301K Sell
8,798
-3,699
-30% -$145K 0.02% 731
2021
Q3 		$603K Sell
12,497
-636
-5% -$29.4K 0.05% 394
2021
Q2 		$593K Buy
13,133
+206
+2% +$9.13K 0.05% 399
2021
Q1 		$624K Buy
12,927
+1,322
+11% +$68.8K 0.06% 353
2020
Q4 		$624K Buy
11,605
+640
+6% +$28.9K 0.06% 310
2020
Q3 		$405K Sell
10,965
-9
-0.1% -$335 0.04% 395
2020
Q2 		$340K Buy
10,974
+800
+8% +$22.2K 0.04% 380
2020
Q1 		$281K Buy
10,174
+7,524
+284% +$225K 0.04% 442
2019
Q4 		$78K Buy
2,650
+200
+8% +$4.76K 0.01% 1046
2019
Q3 		$47K Sell
2,450
-250
-9% -$5.86K 0.01% 1165
2019
Q2 		$59K Buy
2,700
+1,800
+200% +$39.5K 0.01% 1115
2019
Q1 		$18K Buy
+900
New +$15.6K ﹤0.01% 988
2016
Q4 		– Sell
-300
Closed -$2K – 2446
2016
Q3 		$2K Hold
300
– – ﹤0.01% 2168
2016
Q2 		$2K Hold
300
– – ﹤0.01% 1597
2016
Q1 		$2K Buy
+300
New +$1.97K ﹤0.01% 1553

Other funds holding NEO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's NEO Position: Q4 2021 in Review

Next Financial Group reduced its NeoGenomics (NEO) stake by 30% in Q4 2021, selling an estimated $145K and leaving 8,798 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #731.

Next Financial Group first reported a position in NEO in Q1 2016 and has held it in 15 quarters since. The position peaked at $624K in Q1 2021. 309 funds tracked by Wall St. Rank hold NEO as of Q4 2021.

  • Next Financial Group held 8,798 shares of NeoGenomics worth $301K as of Q4 2021.
  • Next Financial Group sold 3,699 NeoGenomics shares in Q4 2021, an estimated $145K.
  • NeoGenomics made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #731 holding.
  • Next Financial Group first reported a position in NeoGenomics in Q1 2016 and has held it in 15 quarters since.
  • Next Financial Group's NeoGenomics position peaked at $624K in Q1 2021.
  • 309 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.