Arkadios Wealth Advisors’s NeoGenomics NEO Stock Holding History

Arkadios Wealth Advisors’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 Q2	–	Sell	-26,555	Closed	-$417K	–	897
2024 Q1	$417K	Buy	26,555 +16	+0.1%	+$247	0.03%	432
2023 Q4	$429K	Sell	26,539 -2,794	-10%	-$45.7K	0.04%	406
2023 Q3	$361K	Hold	29,333	–	–	0.03%	425
2023 Q2	$471K	Hold	29,333	–	–	0.05%	323
2023 Q1	$511K	Hold	29,333	–	–	0.06%	300
2022 Q4	$271K	Hold	29,333	–	–	0.04%	434
2022 Q3	$253K	Hold	29,333	–	–	0.04%	425
2022 Q2	$239K	Sell	29,333 -697	-2%	-$6.65K	0.04%	466
2022 Q1	$365K	Buy	30,030 +697	+2%	+$14.7K	0.05%	385
2021 Q4	$1M	Hold	29,333	–	–	0.13%	180
2021 Q3	$1.42M	Hold	29,333	–	–	0.2%	121
2021 Q2	$1.32M	Hold	29,333	–	–	0.16%	160
2021 Q1	$1.41M	Sell	29,333 -1,000	-3%	-$52.1K	0.23%	113
2020 Q4	$1.63M	Buy	+30,333	New	+$1.37M	0.34%	81

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

Arkadios Wealth Advisors's NEO Position: Q2 2024 in Review

Arkadios Wealth Advisors sold out of NeoGenomics (NEO) in Q2 2024, closing a stake of 26,555 shares — an estimated $417K sold.

Arkadios Wealth Advisors first reported a position in NEO in Q4 2020 and held it in 14 quarters. The position peaked at $1.63M in Q4 2020. 259 funds tracked by Wall St. Rank hold NEO as of Q2 2024.

Arkadios Wealth Advisors reported no remaining NeoGenomics position as of Q2 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 26,555 NeoGenomics shares in Q2 2024, an estimated $417K.
Arkadios Wealth Advisors first reported a position in NeoGenomics in Q4 2020 and held it in 14 quarters.
Arkadios Wealth Advisors's NeoGenomics position peaked at $1.63M in Q4 2020.
259 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.