FinTrust Capital Advisors’s NeoGenomics NEO Stock Holding History

FinTrust Capital 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
2022 Q1	–	Sell	-1,000	Closed	-$34K	–	1271
2021 Q4	$34K	Hold	1,000	–	–	0.01%	615
2021 Q3	$48K	Hold	1,000	–	–	0.01%	558
2021 Q2	$45K	Sell	1,000 -200	-17%	-$8.86K	0.01%	575
2021 Q1	$58K	Buy	1,200 +200	+20%	+$10.4K	0.02%	519
2020 Q4	$54K	Sell	1,000 -270	-21%	-$12.2K	0.02%	489
2020 Q3	$47K	Buy	1,270 +270	+27%	+$10K	0.01%	500
2020 Q2	$31K	Hold	1,000	–	–	0.01%	565
2020 Q1	$28K	Hold	1,000	–	–	0.01%	558
2019 Q4	$29K	Hold	1,000	–	–	0.01%	566
2019 Q3	$19K	Buy	+1,000	New	+$23.5K	0.01%	663

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

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FinTrust Capital Advisors's NEO Position: Q1 2022 in Review

FinTrust Capital Advisors sold out of NeoGenomics (NEO) in Q1 2022, closing a stake of 1,000 shares — an estimated $34K sold.

FinTrust Capital Advisors first reported a position in NEO in Q3 2019 and held it in 10 quarters. The position peaked at $58K in Q1 2021. 279 funds tracked by Wall St. Rank hold NEO as of Q1 2022.

FinTrust Capital Advisors reported no remaining NeoGenomics position as of Q1 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 1,000 NeoGenomics shares in Q1 2022, an estimated $34K.
FinTrust Capital Advisors first reported a position in NeoGenomics in Q3 2019 and held it in 10 quarters.
FinTrust Capital Advisors's NeoGenomics position peaked at $58K in Q1 2021.
279 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2022.

Based on FinTrust Capital Advisors's 13F filing for Q1 2022, filed 3 May 2022.