BDO Wealth Advisors’s NeoGenomics NEO Stock Holding History

BDO 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
2021 Q1	–	Sell	-30	Closed	-$2K	–	1229
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	781
2020 Q3	$1K	Buy	+30	New	+$1.11K	﹤0.01%	794

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

BDO Wealth Advisors's NEO Position: Q1 2021 in Review

BDO Wealth Advisors sold out of NeoGenomics (NEO) in Q1 2021, closing a stake of 30 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in NEO in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 332 funds tracked by Wall St. Rank hold NEO as of Q1 2021.

BDO Wealth Advisors reported no remaining NeoGenomics position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 30 NeoGenomics shares in Q1 2021, an estimated $2K.
BDO Wealth Advisors first reported a position in NeoGenomics in Q3 2020 and held it in 2 quarters.
BDO Wealth Advisors's NeoGenomics position peaked at $2K in Q4 2020.
332 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.