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Avitas Wealth Management’s NeoGenomics NEO Stock Holding History

Avitas 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
2021
Q2 		– Sell
-15,541
Closed -$750K – 215
2021
Q1 		$750K Buy
15,541
+2,966
+24% +$154K 0.15% 159
2020
Q4 		$677K Buy
12,575
+398
+3% +$18K 0.14% 171
2020
Q3 		$449K Buy
12,177
+623
+5% +$23.2K 0.13% 152
2020
Q2 		$358K Sell
11,554
-79
-0.7% -$2.19K 0.12% 141
2020
Q1 		$321K Buy
+11,633
New +$348K 0.15% 115

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Avitas Wealth Management's NEO Position: Q2 2021 in Review

Avitas Wealth Management sold out of NeoGenomics (NEO) in Q2 2021, closing a stake of 15,541 shares — an estimated $750K sold.

Avitas Wealth Management first reported a position in NEO in Q1 2020 and held it in 5 quarters. The position peaked at $750K in Q1 2021. 311 funds tracked by Wall St. Rank hold NEO as of Q2 2021.

  • Avitas Wealth Management reported no remaining NeoGenomics position as of Q2 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 15,541 NeoGenomics shares in Q2 2021, an estimated $750K.
  • Avitas Wealth Management first reported a position in NeoGenomics in Q1 2020 and held it in 5 quarters.
  • Avitas Wealth Management's NeoGenomics position peaked at $750K in Q1 2021.
  • 311 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.