Milestone Advisory Partners’s NeoGenomics NEO Stock Holding History

Milestone Advisory Partners’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
2021 Q2	–	Sell	-6,114	Closed	-$295K	–	91
2021 Q1	$295K	Buy	+6,114	New	+$318K	0.16%	58

Other funds holding NEO

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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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Milestone Advisory Partners's NEO Position: Q2 2021 in Review

Milestone Advisory Partners sold out of NeoGenomics (NEO) in Q2 2021, closing a stake of 6,114 shares — an estimated $295K sold.

Milestone Advisory Partners first reported a position in NEO in Q1 2021 and held it in 1 quarter. The position peaked at $295K in Q1 2021. 311 funds tracked by Wall St. Rank hold NEO as of Q2 2021.

Milestone Advisory Partners reported no remaining NeoGenomics position as of Q2 2021 after selling out during the quarter.
Milestone Advisory Partners sold 6,114 NeoGenomics shares in Q2 2021, an estimated $295K.
Milestone Advisory Partners first reported a position in NeoGenomics in Q1 2021 and held it in 1 quarter.
Milestone Advisory Partners's NeoGenomics position peaked at $295K in Q1 2021.
311 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2021.

Based on Milestone Advisory Partners's 13F filing for Q2 2021, filed 13 Aug 2021.