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Juncture Wealth Strategies’s NeoGenomics NEO Stock Holding History

Juncture Wealth Strategies’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
2020
Q2 		– Sell
-16,301
Closed -$450K – 103
2020
Q1 		$450K Sell
16,301
-2,169
-12% -$65K 0.42% 57
2019
Q4 		$540K Buy
18,470
+3,370
+22% +$80.3K 0.42% 61
2019
Q3 		$289K Buy
+15,100
New +$354K 0.25% 88

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Juncture Wealth Strategies's NEO Position: Q2 2020 in Review

Juncture Wealth Strategies sold out of NeoGenomics (NEO) in Q2 2020, closing a stake of 16,301 shares — an estimated $450K sold.

Juncture Wealth Strategies first reported a position in NEO in Q3 2019 and held it in 3 quarters. The position peaked at $540K in Q4 2019. 285 funds tracked by Wall St. Rank hold NEO as of Q2 2020.

  • Juncture Wealth Strategies reported no remaining NeoGenomics position as of Q2 2020 after selling out during the quarter.
  • Juncture Wealth Strategies sold 16,301 NeoGenomics shares in Q2 2020, an estimated $450K.
  • Juncture Wealth Strategies first reported a position in NeoGenomics in Q3 2019 and held it in 3 quarters.
  • Juncture Wealth Strategies's NeoGenomics position peaked at $540K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2020.

Based on Juncture Wealth Strategies's 13F filing for Q2 2020, filed 28 Jul 2020.