BOK Financial’s NeoGenomics NEO Stock Holding History

BOK Financial’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	-148	Closed	-$2.28K	–	1235
2024 Q1	$2.28K	Hold	148	–	–	﹤0.01%	1054
2023 Q4	$2.39K	Hold	148	–	–	﹤0.01%	1092
2023 Q3	$2.08K	Buy	+148	New	+$2.2K	﹤0.01%	1038

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BOK Financial's NEO Position: Q2 2024 in Review

BOK Financial sold out of NeoGenomics (NEO) in Q2 2024, closing a stake of 148 shares — an estimated $2.28K sold.

BOK Financial first reported a position in NEO in Q3 2023 and held it in 3 quarters. The position peaked at $2.39K in Q4 2023. 259 funds tracked by Wall St. Rank hold NEO as of Q2 2024.

BOK Financial reported no remaining NeoGenomics position as of Q2 2024 after selling out during the quarter.
BOK Financial sold 148 NeoGenomics shares in Q2 2024, an estimated $2.28K.
BOK Financial first reported a position in NeoGenomics in Q3 2023 and held it in 3 quarters.
BOK Financial's NeoGenomics position peaked at $2.39K in Q4 2023.
259 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2024.

Based on BOK Financial's 13F filing for Q2 2024, filed 8 Aug 2024.