APSP
NEO icon

Asset Planning Services (Pennsylvania)’s NeoGenomics NEO Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q4 		– Sell
-3,120
Closed -$35K – 295
2017
Q3 		$35K Buy
3,120
+1,560
+100% +$15.2K 0.02% 164
2017
Q2 		$14K Buy
+1,560
New +$12.4K 0.01% 199

Other funds holding NEO

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
FPC
Falcon Point Capital San Francisco, California $11.9M AUM 55.76% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s NEO Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of NeoGenomics (NEO) in Q4 2017, closing a stake of 3,120 shares — an estimated $35K sold.

Asset Planning Services (Pennsylvania) first reported a position in NEO in Q2 2017 and held it in 2 quarters. The position peaked at $35K in Q3 2017. 132 funds tracked by Wall St. Rank hold NEO as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining NeoGenomics position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 3,120 NeoGenomics shares in Q4 2017, an estimated $35K.
  • Asset Planning Services (Pennsylvania) first reported a position in NeoGenomics in Q2 2017 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s NeoGenomics position peaked at $35K in Q3 2017.
  • 132 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.