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Avior Wealth Management’s NeoGenomics NEO Stock Holding History

Avior Wealth Management’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
Closed -$408 – 3178
2024
Q1 		$408 Buy
+26
New +$401 ﹤0.01% 2619

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T. Rowe Price Investment Management
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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
Schroder Investment Management Group
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's NEO Position: Q2 2024 in Review

Avior Wealth Management sold out of NeoGenomics (NEO) in Q2 2024, closing a stake of 26 shares — an estimated $408 sold.

Avior Wealth Management first reported a position in NEO in Q1 2024 and held it in 1 quarter. The position peaked at $408 in Q1 2024. 259 funds tracked by Wall St. Rank hold NEO as of Q2 2024.

  • Avior Wealth Management reported no remaining NeoGenomics position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 26 NeoGenomics shares in Q2 2024, an estimated $408.
  • Avior Wealth Management first reported a position in NeoGenomics in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's NeoGenomics position peaked at $408 in Q1 2024.
  • 259 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.