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LifePlan Financial Group’s NeoGenomics NEO Stock Holding History

LifePlan Financial Group’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
Q3 		$4K Hold
102
– – ﹤0.01% 498
2020
Q2 		$3K Buy
102
+80
+364% +$2.22K ﹤0.01% 517
2020
Q1 		$1K Hold
22
– – ﹤0.01% 532
2019
Q4 		$1K Buy
+22
New +$524 ﹤0.01% 535

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifePlan Financial Group's NEO Position: Q3 2020 in Review

LifePlan Financial Group held its NeoGenomics (NEO) position steady in Q3 2020 at 102 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

LifePlan Financial Group first reported a position in NEO in Q4 2019 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold NEO as of Q3 2020.

  • LifePlan Financial Group held 102 shares of NeoGenomics worth $4K as of Q3 2020.
  • LifePlan Financial Group left its NeoGenomics share count unchanged in Q3 2020.
  • NeoGenomics made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #498 holding.
  • LifePlan Financial Group first reported a position in NeoGenomics in Q4 2019 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.