Tradition Wealth Management’s NeoGenomics NEO Stock Holding History

Tradition 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
2022 Q2	–	Sell	-300	Closed	-$4K	–	1127
2022 Q1	$4K	Hold	300	–	–	﹤0.01%	1078
2021 Q4	$10K	Hold	300	–	–	﹤0.01%	924
2021 Q3	$14K	Hold	300	–	–	﹤0.01%	816
2021 Q2	$14K	Hold	300	–	–	﹤0.01%	855
2021 Q1	$14K	Hold	300	–	–	﹤0.01%	710
2020 Q4	$16K	Buy	+300	New	+$13.6K	﹤0.01%	635

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return