Legacy Financial Group (Iowa)
NEO icon

Legacy Financial Group (Iowa)’s NeoGenomics NEO Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-76
Closed -$935 – 338
2023
Q3 		$935 Buy
+76
New +$1.13K ﹤0.01% 519

Other funds holding NEO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Legacy Financial Group (Iowa)'s NEO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of NeoGenomics (NEO) in Q4 2023, closing a stake of 76 shares — an estimated $935 sold.

Legacy Financial Group (Iowa) first reported a position in NEO in Q3 2023 and held it in 1 quarter. The position peaked at $935 in Q3 2023. 287 funds tracked by Wall St. Rank hold NEO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining NeoGenomics position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 76 NeoGenomics shares in Q4 2023, an estimated $935.
  • Legacy Financial Group (Iowa) first reported a position in NeoGenomics in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s NeoGenomics position peaked at $935 in Q3 2023.
  • 287 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.