Tarbox Family Office’s NeoGenomics NEO Stock Holding History

Tarbox Family Office’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	-138	Closed	-$5K	–	1118
2021 Q4	$5K	Hold	138	–	–	﹤0.01%	616
2021 Q3	$7K	Hold	138	–	–	﹤0.01%	557
2021 Q2	$6K	Hold	138	–	–	﹤0.01%	598
2021 Q1	$7K	Hold	138	–	–	﹤0.01%	476
2020 Q4	$7K	Hold	138	–	–	﹤0.01%	462
2020 Q3	$5K	Hold	138	–	–	﹤0.01%	486
2020 Q2	$4K	Hold	138	–	–	﹤0.01%	539
2020 Q1	$4K	Hold	138	–	–	﹤0.01%	477
2019 Q4	$4K	Buy	+138	New	+$3.29K	﹤0.01%	585

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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 $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Tarbox Family Office's NEO Position: Q1 2022 in Review

Tarbox Family Office sold out of NeoGenomics (NEO) in Q1 2022, closing a stake of 138 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in NEO in Q4 2019 and held it in 9 quarters. The position peaked at $7K in Q3 2021. 279 funds tracked by Wall St. Rank hold NEO as of Q1 2022.

Tarbox Family Office reported no remaining NeoGenomics position as of Q1 2022 after selling out during the quarter.
Tarbox Family Office sold 138 NeoGenomics shares in Q1 2022, an estimated $5K.
Tarbox Family Office first reported a position in NeoGenomics in Q4 2019 and held it in 9 quarters.
Tarbox Family Office's NeoGenomics position peaked at $7K in Q3 2021.
279 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.