Capstone Investment Advisors
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Capstone Investment Advisors’s NeoGenomics NEO Stock Holding History

Capstone Investment 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
Q1 		– Sell
-10,605
Closed -$172K – 2477
2023
Q4 		$172K Buy
+10,605
New +$174K ﹤0.01% 1823

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T. Rowe Price Investment Management
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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capstone Investment Advisors's NEO Position: Q1 2024 in Review

Capstone Investment Advisors sold out of NeoGenomics (NEO) in Q1 2024, closing a stake of 10,605 shares — an estimated $172K sold.

Capstone Investment Advisors first reported a position in NEO in Q4 2023 and held it in 1 quarter. The position peaked at $172K in Q4 2023. 263 funds tracked by Wall St. Rank hold NEO as of Q1 2024.

  • Capstone Investment Advisors reported no remaining NeoGenomics position as of Q1 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,605 NeoGenomics shares in Q1 2024, an estimated $172K.
  • Capstone Investment Advisors first reported a position in NeoGenomics in Q4 2023 and held it in 1 quarter.
  • Capstone Investment Advisors's NeoGenomics position peaked at $172K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2024.

Based on Capstone Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.