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 $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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Tradition Wealth Management's NEO Position: Q2 2022 in Review

Tradition Wealth Management sold out of NeoGenomics (NEO) in Q2 2022, closing a stake of 300 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in NEO in Q4 2020 and held it in 6 quarters. The position peaked at $16K in Q4 2020. 239 funds tracked by Wall St. Rank hold NEO as of Q2 2022.

Tradition Wealth Management reported no remaining NeoGenomics position as of Q2 2022 after selling out during the quarter.
Tradition Wealth Management sold 300 NeoGenomics shares in Q2 2022, an estimated $4K.
Tradition Wealth Management first reported a position in NeoGenomics in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's NeoGenomics position peaked at $16K in Q4 2020.
239 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.