Cetera Investment Advisers
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Cetera Investment Advisers’s NeoGenomics NEO Stock Holding History

Cetera Investment Advisers’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
Q2 		– Sell
-12,628
Closed -$199K – 3818
2024
Q1 		$199K Buy
+12,628
New +$195K ﹤0.01% 3355
2021
Q3 		– Sell
-7,648
Closed -$345K – 1845
2021
Q2 		$345K Sell
7,648
-100
-1% -$4.43K 0.01% 1327
2021
Q1 		$374K Buy
7,748
+1,098
+17% +$57.2K 0.01% 1134
2020
Q4 		$358K Buy
+6,650
New +$300K 0.01% 1141

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

Cetera Investment Advisers's NEO Position: Q2 2024 in Review

Cetera Investment Advisers sold out of NeoGenomics (NEO) in Q2 2024, closing a stake of 12,628 shares — an estimated $199K sold.

Cetera Investment Advisers first reported a position in NEO in Q4 2020 and held it in 4 quarters. The position peaked at $374K in Q1 2021. 259 funds tracked by Wall St. Rank hold NEO as of Q2 2024.

  • Cetera Investment Advisers reported no remaining NeoGenomics position as of Q2 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 12,628 NeoGenomics shares in Q2 2024, an estimated $199K.
  • Cetera Investment Advisers first reported a position in NeoGenomics in Q4 2020 and held it in 4 quarters.
  • Cetera Investment Advisers's NeoGenomics position peaked at $374K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2024.

Based on Cetera Investment Advisers's 13F filing for Q2 2024, filed 22 Aug 2024.