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Prudent Man Advisors’s NeoGenomics NEO Stock Holding History

Prudent Man 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
Q4 		– Sell
-6,439
Closed -$311K – 200
2021
Q3 		$311K Sell
6,439
-33
-0.5% -$1.53K 0.12% 137
2021
Q2 		$292K Hold
6,472
– – 0.11% 146
2021
Q1 		$312K Buy
6,472
+32
+0.5% +$1.67K 0.13% 130
2020
Q4 		$347K Buy
6,440
+16
+0.2% +$723 0.15% 116
2020
Q3 		$237K Sell
6,424
-2,660
-29% -$98.9K 0.13% 139
2020
Q2 		$281K Buy
+9,084
New +$252K 0.25% 106

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudent Man Advisors's NEO Position: Q4 2021 in Review

Prudent Man Advisors sold out of NeoGenomics (NEO) in Q4 2021, closing a stake of 6,439 shares — an estimated $311K sold.

Prudent Man Advisors first reported a position in NEO in Q2 2020 and held it in 6 quarters. The position peaked at $347K in Q4 2020. 309 funds tracked by Wall St. Rank hold NEO as of Q4 2021.

  • Prudent Man Advisors reported no remaining NeoGenomics position as of Q4 2021 after selling out during the quarter.
  • Prudent Man Advisors sold 6,439 NeoGenomics shares in Q4 2021, an estimated $311K.
  • Prudent Man Advisors first reported a position in NeoGenomics in Q2 2020 and held it in 6 quarters.
  • Prudent Man Advisors's NeoGenomics position peaked at $347K in Q4 2020.
  • 309 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2021.

Based on Prudent Man Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.