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Capital Asset Advisory Services’s NeoGenomics NEO Stock Holding History

Capital Asset Advisory Services’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
-1,111
Closed -$60K – 1197
2020
Q4 		$60K Buy
+1,111
New +$50.2K 0.01% 571

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Capital Asset Advisory Services's NEO Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of NeoGenomics (NEO) in Q1 2021, closing a stake of 1,111 shares — an estimated $60K sold.

Capital Asset Advisory Services first reported a position in NEO in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 332 funds tracked by Wall St. Rank hold NEO as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining NeoGenomics position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,111 NeoGenomics shares in Q1 2021, an estimated $60K.
  • Capital Asset Advisory Services first reported a position in NeoGenomics in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's NeoGenomics position peaked at $60K in Q4 2020.
  • 332 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.