Prestige Wealth Management Group’s NeoGenomics NEO Stock Holding History

Prestige Wealth Management 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
2022 Q4	–	Sell	-40	Closed	–	–	1172
2022 Q3	$0	Hold	40	–	–	﹤0.01%	1033
2022 Q2	$0	Buy	+40	New	+$382	﹤0.01%	1034
2021 Q4	–	Sell	-300	Closed	-$14K	–	1037
2021 Q3	$14K	Buy	+300	New	+$13.9K	﹤0.01%	425
2021 Q2	–	Sell	-300	Closed	-$14K	–	1008
2021 Q1	$14K	Hold	300	–	–	﹤0.01%	408
2020 Q4	$16K	Hold	300	–	–	﹤0.01%	386
2020 Q3	$11K	Hold	300	–	–	﹤0.01%	431
2020 Q2	$9K	Hold	300	–	–	﹤0.01%	440
2020 Q1	$8K	Hold	300	–	–	﹤0.01%	419
2019 Q4	$9K	Hold	300	–	–	﹤0.01%	359
2019 Q3	$6K	Buy	300 +100	+50%	+$2.35K	﹤0.01%	396
2019 Q2	$4K	Sell	200 -3,692	-95%	-$81K	﹤0.01%	418
2019 Q1	$80K	Buy	+3,892	New	+$67.6K	0.05%	159

Other funds holding NEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Prestige Wealth Management Group's NEO Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of NeoGenomics (NEO) in Q4 2022, closing a stake of 40 shares.

Prestige Wealth Management Group first reported a position in NEO in Q1 2019 and held it in 12 quarters. The position peaked at $80K in Q1 2019. 242 funds tracked by Wall St. Rank hold NEO as of Q4 2022.

Prestige Wealth Management Group reported no remaining NeoGenomics position as of Q4 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 40 NeoGenomics shares in Q4 2022.
Prestige Wealth Management Group first reported a position in NeoGenomics in Q1 2019 and held it in 12 quarters.
Prestige Wealth Management Group's NeoGenomics position peaked at $80K in Q1 2019.
242 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.