Financial Synergies Wealth Advisors’s Neogen NEOG Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio NEOG Stock Details NEOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-162	Closed	-$2.56K	–	311
2024 Q1	$2.56K	Hold	162	–	–	﹤0.01%	297
2023 Q4	$2.47K	Hold	162	–	–	﹤0.01%	238
2023 Q3	$3K	Hold	162	–	–	﹤0.01%	284
2023 Q2	$3.52K	Hold	162	–	–	﹤0.01%	275
2023 Q1	$3K	Hold	162	–	–	﹤0.01%	285
2022 Q4	$2.47K	Hold	162	–	–	﹤0.01%	238
2022 Q3	$2.26K	Buy	+162	New	+$3.26K	﹤0.01%	220

Other funds holding NEOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Financial Synergies Wealth Advisors's NEOG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Neogen (NEOG) in Q2 2024, closing a stake of 162 shares — an estimated $2.56K sold.

Financial Synergies Wealth Advisors first reported a position in NEOG in Q3 2022 and held it in 7 quarters. The position peaked at $3.52K in Q2 2023. 345 funds tracked by Wall St. Rank hold NEOG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Neogen position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 162 Neogen shares in Q2 2024, an estimated $2.56K.
Financial Synergies Wealth Advisors first reported a position in Neogen in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Neogen position peaked at $3.52K in Q2 2023.
345 funds tracked by Wall St. Rank held Neogen as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.