Welch & Forbes’s NeoGenomics NEO Stock Holding History

Welch & Forbes’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 Q2	–	Sell	-4,670	Closed	-$225K	–	395
2021 Q1	$225K	Hold	4,670	–	–	﹤0.01%	370
2020 Q4	$251K	Buy	+4,670	New	+$211K	﹤0.01%	356

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Welch & Forbes's NEO Position: Q2 2021 in Review

Welch & Forbes sold out of NeoGenomics (NEO) in Q2 2021, closing a stake of 4,670 shares — an estimated $225K sold.

Welch & Forbes first reported a position in NEO in Q4 2020 and held it in 2 quarters. The position peaked at $251K in Q4 2020. 311 funds tracked by Wall St. Rank hold NEO as of Q2 2021.

Welch & Forbes reported no remaining NeoGenomics position as of Q2 2021 after selling out during the quarter.
Welch & Forbes sold 4,670 NeoGenomics shares in Q2 2021, an estimated $225K.
Welch & Forbes first reported a position in NeoGenomics in Q4 2020 and held it in 2 quarters.
Welch & Forbes's NeoGenomics position peaked at $251K in Q4 2020.
311 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2021.

Based on Welch & Forbes's 13F filing for Q2 2021, filed 22 Jul 2021.