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CSat Investment Advisory’s NeoGenomics NEO Stock Holding History

CSat Investment Advisory’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
-825
Closed -$30K – 800
2020
Q3 		$30K Buy
825
+99
+14% +$3.68K ﹤0.01% 764
2020
Q2 		$22K Buy
+726
New +$20.1K ﹤0.01% 811

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Janus Henderson Group
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

CSat Investment Advisory's NEO Position: Q4 2020 in Review

CSat Investment Advisory sold out of NeoGenomics (NEO) in Q4 2020, closing a stake of 825 shares — an estimated $30K sold.

CSat Investment Advisory first reported a position in NEO in Q2 2020 and held it in 2 quarters. The position peaked at $30K in Q3 2020. 340 funds tracked by Wall St. Rank hold NEO as of Q4 2020.

  • CSat Investment Advisory reported no remaining NeoGenomics position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 825 NeoGenomics shares in Q4 2020, an estimated $30K.
  • CSat Investment Advisory first reported a position in NeoGenomics in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's NeoGenomics position peaked at $30K in Q3 2020.
  • 340 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.