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Reilly Financial Advisors’s NeoGenomics NEO Stock Holding History

Reilly Financial 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 		$17K Hold
500
– – ﹤0.01% 596
2021
Q3 		$24K Hold
500
– – ﹤0.01% 496
2021
Q2 		$23K Buy
+500
New +$22.2K ﹤0.01% 527

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

Reilly Financial Advisors's NEO Position: Q4 2021 in Review

Reilly Financial Advisors held its NeoGenomics (NEO) position steady in Q4 2021 at 500 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Reilly Financial Advisors first reported a position in NEO in Q2 2021 and has held it in 3 quarters since. The position peaked at $24K in Q3 2021. 309 funds tracked by Wall St. Rank hold NEO as of Q4 2021.

  • Reilly Financial Advisors held 500 shares of NeoGenomics worth $17K as of Q4 2021.
  • Reilly Financial Advisors left its NeoGenomics share count unchanged in Q4 2021.
  • NeoGenomics made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #596 holding.
  • Reilly Financial Advisors first reported a position in NeoGenomics in Q2 2021 and has held it in 3 quarters since.
  • Reilly Financial Advisors's NeoGenomics position peaked at $24K in Q3 2021.
  • 309 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.