PFA
NEO icon

Pathway Financial Advisers’s NeoGenomics NEO Stock Holding History

Pathway Financial Advisers’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
2024
Q1 		– Sell
-64
Closed -$1.04K – 482
2023
Q4 		$1.04K Hold
64
– – ﹤0.01% 454
2023
Q3 		$787 Buy
+64
New +$952 ﹤0.01% 469
2023
Q1 		$1.11K Sell
64
-282
-82% -$4.02K ﹤0.01% 480
2022
Q4 		$3.2K Buy
+346
New +$3.23K ﹤0.01% 511

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pathway Financial Advisers's NEO Position: Q1 2024 in Review

Pathway Financial Advisers sold out of NeoGenomics (NEO) in Q1 2024, closing a stake of 64 shares — an estimated $1.04K sold.

Pathway Financial Advisers first reported a position in NEO in Q4 2022 and held it in 4 quarters. The position peaked at $3.2K in Q4 2022. 263 funds tracked by Wall St. Rank hold NEO as of Q1 2024.

  • Pathway Financial Advisers reported no remaining NeoGenomics position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 64 NeoGenomics shares in Q1 2024, an estimated $1.04K.
  • Pathway Financial Advisers first reported a position in NeoGenomics in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's NeoGenomics position peaked at $3.2K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.