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Pinnacle Wealth Advisors’s NeoGenomics NEO Stock Holding History

Pinnacle Wealth Advisors’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 		$294K Buy
+6,512
New +$289K 0.01% 313

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Pinnacle Wealth Advisors's NEO Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in NeoGenomics (NEO) in Q2 2021: 6,512 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings.

311 funds tracked by Wall St. Rank hold NEO as of Q2 2021.

  • Pinnacle Wealth Advisors held 6,512 shares of NeoGenomics worth $294K as of Q2 2021.
  • NeoGenomics was a new Pinnacle Wealth Advisors position in Q2 2021.
  • NeoGenomics made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #313 holding.
  • 311 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.