Total Clarity Wealth Management’s NeoGenomics NEO Stock Holding History

Total Clarity 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
2021 Q4	–	Sell	-80	Closed	-$4K	–	1031
2021 Q3	$4K	Buy	+80	New	+$3.7K	﹤0.01%	853
2021 Q2	–	Sell	-80	Closed	-$4K	–	543
2021 Q1	$4K	Buy	+80	New	+$4.17K	﹤0.01%	726
2020 Q1	–	Sell	-490	Closed	-$14K	–	437
2019 Q4	$14K	Buy	+490	New	+$11.7K	0.01%	451

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Total Clarity Wealth Management's NEO Position: Q4 2021 in Review

Total Clarity Wealth Management sold out of NeoGenomics (NEO) in Q4 2021, closing a stake of 80 shares — an estimated $4K sold.

Total Clarity Wealth Management first reported a position in NEO in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 307 funds tracked by Wall St. Rank hold NEO as of Q4 2021.

Total Clarity Wealth Management reported no remaining NeoGenomics position as of Q4 2021 after selling out during the quarter.
Total Clarity Wealth Management sold 80 NeoGenomics shares in Q4 2021, an estimated $4K.
Total Clarity Wealth Management first reported a position in NeoGenomics in Q4 2019 and held it in 3 quarters.
Total Clarity Wealth Management's NeoGenomics position peaked at $14K in Q4 2019.
307 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2021.

Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.