BAM
NEO icon

Belpointe Asset Management’s NeoGenomics NEO Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-806
Closed -$14K – 2335
2023
Q1 		$14K Buy
+806
New +$11.5K ﹤0.01% 2521
2021
Q1 		– Sell
-2,800
Closed -$151K – 1045
2020
Q4 		$151K Buy
+2,800
New +$127K 0.01% 799

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Belpointe Asset Management's NEO Position: Q2 2023 in Review

Belpointe Asset Management sold out of NeoGenomics (NEO) in Q2 2023, closing a stake of 806 shares — an estimated $14K sold.

Belpointe Asset Management first reported a position in NEO in Q4 2020 and held it in 2 quarters. The position peaked at $151K in Q4 2020. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2023.

  • Belpointe Asset Management reported no remaining NeoGenomics position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 806 NeoGenomics shares in Q2 2023, an estimated $14K.
  • Belpointe Asset Management first reported a position in NeoGenomics in Q4 2020 and held it in 2 quarters.
  • Belpointe Asset Management's NeoGenomics position peaked at $151K in Q4 2020.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.