Carolinas Wealth Consulting’s NeoGenomics NEO Stock Holding History

Carolinas Wealth Consulting’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
2020 Q4	–	Sell	-52	Closed	-$2K	–	973
2020 Q3	$2K	Buy	+52	New	+$1.93K	﹤0.01%	723

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

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

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Carolinas Wealth Consulting's NEO Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of NeoGenomics (NEO) in Q4 2020, closing a stake of 52 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in NEO in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 340 funds tracked by Wall St. Rank hold NEO as of Q4 2020.

Carolinas Wealth Consulting reported no remaining NeoGenomics position as of Q4 2020 after selling out during the quarter.
Carolinas Wealth Consulting sold 52 NeoGenomics shares in Q4 2020, an estimated $2K.
Carolinas Wealth Consulting first reported a position in NeoGenomics in Q3 2020 and held it in 1 quarter.
Carolinas Wealth Consulting's NeoGenomics position peaked at $2K in Q3 2020.
340 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.