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Simon Quick Advisors’s NeoGenomics NEO Stock Holding History

Simon Quick 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
2022
Q2 		– Sell
-167
Closed -$2K – 323
2022
Q1 		$2K Buy
167
+17
+11% +$358 ﹤0.01% 339
2021
Q4 		$5K Hold
150
– – ﹤0.01% 334
2021
Q3 		$7K Hold
150
– – ﹤0.01% 366
2021
Q2 		$6K Hold
150
– – ﹤0.01% 398
2021
Q1 		$7K Hold
150
– – ﹤0.01% 405
2020
Q4 		$8K Hold
150
– – ﹤0.01% 379
2020
Q3 		$6K Hold
150
– – ﹤0.01% 358
2020
Q2 		$5K Hold
150
– – ﹤0.01% 358
2020
Q1 		$4K Hold
150
– – ﹤0.01% 365
2019
Q4 		$4K Buy
+150
New +$3.57K ﹤0.01% 513

Other funds holding NEO

BlackRock
BlackRock New York $5.7T 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return