EWA
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Evolution Wealth Advisors’s NeoGenomics NEO Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-104
Closed -$5K – 462
2021
Q3 		$5K Sell
104
-160
-61% -$7.41K ﹤0.01% 517
2021
Q2 		$12K Hold
264
– – ﹤0.01% 381
2021
Q1 		$13K Hold
264
– – ﹤0.01% 373
2020
Q4 		$14K Buy
+264
New +$11.9K ﹤0.01% 315

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return