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Smith Salley Wealth Management’s NeoGenomics NEO Stock Holding History

Smith Salley Wealth Management’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
Q3 		– Sell
-37,543
Closed -$1.7M – 255
2021
Q2 		$1.7M Buy
+37,543
New +$1.66M 0.14% 108

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Smith Salley Wealth Management's NEO Position: Q3 2021 in Review

Smith Salley Wealth Management sold out of NeoGenomics (NEO) in Q3 2021, closing a stake of 37,543 shares — an estimated $1.7M sold.

Smith Salley Wealth Management first reported a position in NEO in Q2 2021 and held it in 1 quarter. The position peaked at $1.7M in Q2 2021. 324 funds tracked by Wall St. Rank hold NEO as of Q3 2021.

  • Smith Salley Wealth Management reported no remaining NeoGenomics position as of Q3 2021 after selling out during the quarter.
  • Smith Salley Wealth Management sold 37,543 NeoGenomics shares in Q3 2021, an estimated $1.7M.
  • Smith Salley Wealth Management first reported a position in NeoGenomics in Q2 2021 and held it in 1 quarter.
  • Smith Salley Wealth Management's NeoGenomics position peaked at $1.7M in Q2 2021.
  • 324 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2021.

Based on Smith Salley Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.