Fiduciary Planning’s NeoGenomics NEO Stock Holding History

Fiduciary Planning’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 Q2	–	Sell	-1,100	Closed	-$53K	–	191
2021 Q1	$53K	Hold	1,100	–	–	0.08%	73
2020 Q4	$59K	Hold	1,100	–	–	0.08%	73
2020 Q3	$41K	Buy	+1,100	New	+$40.9K	0.07%	69

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Fiduciary Planning's NEO Position: Q2 2021 in Review

Fiduciary Planning sold out of NeoGenomics (NEO) in Q2 2021, closing a stake of 1,100 shares — an estimated $53K sold.

Fiduciary Planning first reported a position in NEO in Q3 2020 and held it in 3 quarters. The position peaked at $59K in Q4 2020. 311 funds tracked by Wall St. Rank hold NEO as of Q2 2021.

Fiduciary Planning reported no remaining NeoGenomics position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 1,100 NeoGenomics shares in Q2 2021, an estimated $53K.
Fiduciary Planning first reported a position in NeoGenomics in Q3 2020 and held it in 3 quarters.
Fiduciary Planning's NeoGenomics position peaked at $59K in Q4 2020.
311 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.