CFM Wealth Partners’s NeoGenomics NEO Stock Holding History

CFM Wealth Partners’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 Q1	–	Sell	-640	Closed	-$21K	–	571
2019 Q4	$21K	Buy	+640	New	+$15.2K	0.01%	354

Other funds holding NEO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KFO

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

CFM Wealth Partners's NEO Position: Q1 2020 in Review

CFM Wealth Partners sold out of NeoGenomics (NEO) in Q1 2020, closing a stake of 640 shares — an estimated $21K sold.

CFM Wealth Partners first reported a position in NEO in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 272 funds tracked by Wall St. Rank hold NEO as of Q1 2020.

CFM Wealth Partners reported no remaining NeoGenomics position as of Q1 2020 after selling out during the quarter.
CFM Wealth Partners sold 640 NeoGenomics shares in Q1 2020, an estimated $21K.
CFM Wealth Partners first reported a position in NeoGenomics in Q4 2019 and held it in 1 quarter.
CFM Wealth Partners's NeoGenomics position peaked at $21K in Q4 2019.
272 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2020.

Based on CFM Wealth Partners's 13F filing for Q1 2020, filed 12 May 2020.