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RJFSA
Raymond James Financial Services Advisors’s
NeoGenomics
NEO
Stock Holding History
Raymond James Financial Services Advisors’s Portfolio
NEO Stock Details
NEO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-100,894
Closed
-$3.44M
–
3420
2021
Q4
$3.44M
Sell
100,894
-975
-1%
-$38.2K
0.01%
1211
2021
Q3
$4.91M
Buy
101,869
+2,075
+2%
+$96.1K
0.01%
984
2021
Q2
$4.51M
Buy
99,794
+2,703
+3%
+$120K
0.01%
1024
2021
Q1
$4.68M
Sell
97,091
-14,162
-13%
-$737K
0.01%
936
2020
Q4
$5.99M
Sell
111,253
-141
-0.1%
-$6.37K
0.02%
756
2020
Q3
$4.11M
Sell
111,394
-1,087
-1%
-$40.4K
0.01%
838
2020
Q2
$3.48M
Sell
112,481
-21,226
-16%
-$588K
0.01%
861
2020
Q1
$3.69M
Buy
133,707
+13,052
+11%
+$391K
0.02%
623
2019
Q4
$3.53M
Buy
120,655
+5,275
+5%
+$126K
0.01%
870
2019
Q3
$2.21M
Buy
115,380
+7,906
+7%
+$185K
0.01%
1051
2019
Q2
$2.36M
Buy
107,474
+76,264
+244%
+$1.67M
0.01%
1016
2019
Q1
$639K
Buy
+31,210
New
+$542K
﹤0.01%
1725
2018
Q4
–
Sell
-22,343
Closed
-$343K
–
2736
2018
Q3
$343K
Buy
+22,343
New
+$309K
﹤0.01%
2184
Other funds holding NEO
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
KFO
Kopp Family Office
Bloomington, Minnesota
$163M AUM
22.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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