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Capital Performance Advisors’s NeoGenomics NEO Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-2
Closed -$30 – 1762
2024
Q3 		$30 Buy
+2
New +$31 ﹤0.01% 2839

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Brown Advisory
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State Street
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GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Performance Advisors's NEO Position: Q4 2024 in Review

Capital Performance Advisors sold out of NeoGenomics (NEO) in Q4 2024, closing a stake of 2 shares — an estimated $30 sold.

Capital Performance Advisors first reported a position in NEO in Q3 2024 and held it in 1 quarter. The position peaked at $30 in Q3 2024. 253 funds tracked by Wall St. Rank hold NEO as of Q4 2024.

  • Capital Performance Advisors reported no remaining NeoGenomics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2 NeoGenomics shares in Q4 2024, an estimated $30.
  • Capital Performance Advisors first reported a position in NeoGenomics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's NeoGenomics position peaked at $30 in Q3 2024.
  • 253 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.