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Sowell Financial Services’s NeoGenomics NEO Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,918
Closed -$81K – 1938
2021
Q1 		$81K Hold
1,918
– – ﹤0.01% 1467
2020
Q4 		$103K Buy
1,918
+624
+48% +$28.2K ﹤0.01% 1142
2020
Q3 		$48K Buy
1,294
+33
+3% +$1.23K ﹤0.01% 1222
2020
Q2 		$39K Hold
1,261
– – ﹤0.01% 1248
2020
Q1 		$35K Sell
1,261
-481
-28% -$14.4K ﹤0.01% 1173
2019
Q4 		$51K Buy
1,742
+693
+66% +$16.5K ﹤0.01% 1146
2019
Q3 		$20K Buy
+1,049
New +$24.6K ﹤0.01% 1281
2017
Q1 		– Sell
-1,000
Closed -$8K – 463
2016
Q4 		$8K Buy
+1,000
New +$8.57K ﹤0.01% 501

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Sowell Financial Services's NEO Position: Q2 2021 in Review

Sowell Financial Services sold out of NeoGenomics (NEO) in Q2 2021, closing a stake of 1,918 shares — an estimated $81K sold.

Sowell Financial Services first reported a position in NEO in Q4 2016 and held it in 8 quarters. The position peaked at $103K in Q4 2020. 311 funds tracked by Wall St. Rank hold NEO as of Q2 2021.

  • Sowell Financial Services reported no remaining NeoGenomics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,918 NeoGenomics shares in Q2 2021, an estimated $81K.
  • Sowell Financial Services first reported a position in NeoGenomics in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's NeoGenomics position peaked at $103K in Q4 2020.
  • 311 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.