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Coppell Advisory Solutions’s NeoGenomics NEO Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,396
Closed -$23.6K – 1310
2024
Q4 		$23.6K Hold
1,396
– – ﹤0.01% 811
2024
Q3 		$20.2K Hold
1,396
– – ﹤0.01% 876
2024
Q2 		$19.4K Buy
+1,396
New +$19.8K ﹤0.01% 798
2023
Q4 		$38.7K Buy
+2,394
New +$39.2K 0.01% 553
2023
Q3 		– Sell
-2,654
Closed -$42.3K – 1429
2023
Q2 		$42.3K Buy
+2,654
New +$43.7K 0.01% 435

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 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 $3.37T AUM 44.26% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Coppell Advisory Solutions's NEO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of NeoGenomics (NEO) in Q1 2025, closing a stake of 1,396 shares — an estimated $23.6K sold.

Coppell Advisory Solutions first reported a position in NEO in Q2 2023 and held it in 5 quarters. The position peaked at $42.3K in Q2 2023. 256 funds tracked by Wall St. Rank hold NEO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining NeoGenomics position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,396 NeoGenomics shares in Q1 2025, an estimated $23.6K.
  • Coppell Advisory Solutions first reported a position in NeoGenomics in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's NeoGenomics position peaked at $42.3K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.