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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 – 2354
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 – 1825
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Macquarie Group
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisornet Financial's NEO Position: Q1 2024 in Review

Advisornet Financial sold out of NeoGenomics (NEO) in Q1 2024, closing a stake of 9 shares — an estimated $146 sold.

Advisornet Financial first reported a position in NEO in Q4 2019 and held it in 6 quarters. The position peaked at $5K in Q2 2020. 263 funds tracked by Wall St. Rank hold NEO as of Q1 2024.

  • Advisornet Financial reported no remaining NeoGenomics position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 9 NeoGenomics shares in Q1 2024, an estimated $146.
  • Advisornet Financial first reported a position in NeoGenomics in Q4 2019 and held it in 6 quarters.
  • Advisornet Financial's NeoGenomics position peaked at $5K in Q2 2020.
  • 263 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.