Engrave Wealth Partners’s NeoGenomics NEO Stock Holding History

Engrave 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 Q3	–	Sell	-36	Closed	-$1K	–	299
2020 Q2	$1K	Buy	+36	New	+$998	﹤0.01%	434

Other funds holding NEO

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

KFO

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Engrave Wealth Partners's NEO Position: Q3 2020 in Review

Engrave Wealth Partners sold out of NeoGenomics (NEO) in Q3 2020, closing a stake of 36 shares — an estimated $1K sold.

Engrave Wealth Partners first reported a position in NEO in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 294 funds tracked by Wall St. Rank hold NEO as of Q3 2020.

Engrave Wealth Partners reported no remaining NeoGenomics position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 36 NeoGenomics shares in Q3 2020, an estimated $1K.
Engrave Wealth Partners first reported a position in NeoGenomics in Q2 2020 and held it in 1 quarter.
Engrave Wealth Partners's NeoGenomics position peaked at $1K in Q2 2020.
294 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.