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

Other funds holding NEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolution Wealth Advisors's NEO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of NeoGenomics (NEO) in Q4 2021, closing a stake of 104 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in NEO in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2020. 307 funds tracked by Wall St. Rank hold NEO as of Q4 2021.

Evolution Wealth Advisors reported no remaining NeoGenomics position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 104 NeoGenomics shares in Q4 2021, an estimated $5K.
Evolution Wealth Advisors first reported a position in NeoGenomics in Q4 2020 and held it in 4 quarters.
Evolution Wealth Advisors's NeoGenomics position peaked at $14K in Q4 2020.
307 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.