Able Wealth Management’s NeoGenomics NEO Stock Holding History

Able 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
2024 Q1	–	Sell	-69	Closed	-$1.12K	–	401
2023 Q4	$1.12K	Buy	+69	New	+$1.13K	﹤0.01%	511

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Able Wealth Management's NEO Position: Q1 2024 in Review

Able Wealth Management sold out of NeoGenomics (NEO) in Q1 2024, closing a stake of 69 shares — an estimated $1.12K sold.

Able Wealth Management first reported a position in NEO in Q4 2023 and held it in 1 quarter. The position peaked at $1.12K in Q4 2023. 263 funds tracked by Wall St. Rank hold NEO as of Q1 2024.

Able Wealth Management reported no remaining NeoGenomics position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 69 NeoGenomics shares in Q1 2024, an estimated $1.12K.
Able Wealth Management first reported a position in NeoGenomics in Q4 2023 and held it in 1 quarter.
Able Wealth Management's NeoGenomics position peaked at $1.12K in Q4 2023.
263 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.