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Concorde Asset Management’s NeoGenomics NEO Stock Holding History

Concorde Asset Management’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
2021
Q1 		– Sell
-20,189
Closed -$1.09M – 228
2020
Q4 		$1.09M Sell
20,189
-1,795
-8% -$81.1K 0.6% 44
2020
Q3 		$811K Buy
+21,984
New +$817K 0.46% 68

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Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Concorde Asset Management's NEO Position: Q1 2021 in Review

Concorde Asset Management sold out of NeoGenomics (NEO) in Q1 2021, closing a stake of 20,189 shares — an estimated $1.09M sold.

Concorde Asset Management first reported a position in NEO in Q3 2020 and held it in 2 quarters. The position peaked at $1.09M in Q4 2020. 332 funds tracked by Wall St. Rank hold NEO as of Q1 2021.

  • Concorde Asset Management reported no remaining NeoGenomics position as of Q1 2021 after selling out during the quarter.
  • Concorde Asset Management sold 20,189 NeoGenomics shares in Q1 2021, an estimated $1.09M.
  • Concorde Asset Management first reported a position in NeoGenomics in Q3 2020 and held it in 2 quarters.
  • Concorde Asset Management's NeoGenomics position peaked at $1.09M in Q4 2020.
  • 332 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2021.

Based on Concorde Asset Management's 13F filing for Q1 2021, filed 27 Apr 2021.