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Avantax Planning Partners’s Neogen NEOG Stock Holding History

Avantax Planning Partners’s Portfolio NEOG Stock Details NEOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-128
Closed -$4K – 1024
2018
Q1 		$4K Buy
+128
New +$3.86K ﹤0.01% 1432

Other funds holding NEOG

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BCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Avantax Planning Partners's NEOG Position: Q2 2018 in Review

Avantax Planning Partners sold out of Neogen (NEOG) in Q2 2018, closing a stake of 128 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in NEOG in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 258 funds tracked by Wall St. Rank hold NEOG as of Q2 2018.

  • Avantax Planning Partners reported no remaining Neogen position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 128 Neogen shares in Q2 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Neogen in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Neogen position peaked at $4K in Q1 2018.
  • 258 funds tracked by Wall St. Rank held Neogen as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.