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CAL
Capital Advisors Ltd’s
NeoGenomics
NEO
Stock Holding History
Capital Advisors Ltd’s Portfolio
NEO Stock Details
NEO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-37
Closed
–
–
1537
2025
Q1
$0
Hold
37
–
–
﹤0.01%
1505
2024
Q4
$1K
Hold
37
–
–
﹤0.01%
1258
2024
Q3
$1K
Hold
37
–
–
﹤0.01%
1249
2024
Q2
$1K
Hold
37
–
–
﹤0.01%
1243
2024
Q1
$1K
Hold
37
–
–
﹤0.01%
1231
2023
Q4
$1K
Hold
37
–
–
﹤0.01%
1184
2023
Q3
$0
Hold
37
–
–
﹤0.01%
1406
2023
Q2
$1K
Hold
37
–
–
﹤0.01%
1187
2023
Q1
$1K
Hold
37
–
–
﹤0.01%
1072
2022
Q4
$0
Sell
37
-195
-84%
-$1.82K
﹤0.01%
1491
2022
Q3
$2K
Hold
232
–
–
﹤0.01%
876
2022
Q2
$2K
Buy
+232
New
+$2.21K
﹤0.01%
680
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1-Year Est. Return
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$134B AUM
35.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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