Advisornet Financial’s NeoGenomics NEO Stock Holding History

Advisornet Financial’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	-9	Closed	-$146	–	2357
2023 Q4	$146	Buy	9 +5	+125%	+$82	﹤0.01%	2337
2023 Q3	$49	Hold	4	–	–	﹤0.01%	2244
2023 Q2	$64	Buy	+4	New	+$66	﹤0.01%	2296
2020 Q3	–	Sell	-150	Closed	-$5K	–	1832
2020 Q2	$5K	Hold	150	–	–	﹤0.01%	1454
2020 Q1	$4K	Hold	150	–	–	﹤0.01%	1478
2019 Q4	$4K	Buy	+150	New	+$3.57K	﹤0.01%	1593

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return