TrinityPoint Wealth’s NeoGenomics NEO Stock Holding History

TrinityPoint Wealth’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	-11,361	Closed	-$98K	–	292
2022 Q3	$98K	Buy	+11,361	New	+$113K	0.02%	273

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 $3.37T AUM 44.26% 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

TrinityPoint Wealth's NEO Position: Q4 2022 in Review

TrinityPoint Wealth sold out of NeoGenomics (NEO) in Q4 2022, closing a stake of 11,361 shares — an estimated $98K sold.

TrinityPoint Wealth first reported a position in NEO in Q3 2022 and held it in 1 quarter. The position peaked at $98K in Q3 2022. 242 funds tracked by Wall St. Rank hold NEO as of Q4 2022.

TrinityPoint Wealth reported no remaining NeoGenomics position as of Q4 2022 after selling out during the quarter.
TrinityPoint Wealth sold 11,361 NeoGenomics shares in Q4 2022, an estimated $98K.
TrinityPoint Wealth first reported a position in NeoGenomics in Q3 2022 and held it in 1 quarter.
TrinityPoint Wealth's NeoGenomics position peaked at $98K in Q3 2022.
242 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2022.

Based on TrinityPoint Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.