Spartan Planning & Wealth Management’s NeoGenomics NEO Stock Holding History

Spartan Planning & 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
2023 Q4	$1.49K	Hold	92	–	–	﹤0.01%	174
2023 Q3	$1.13K	Buy	+92	New	+$1.37K	﹤0.01%	116
2022 Q4	$850	Hold	92	–	–	﹤0.01%	136
2022 Q3	$1K	Buy	+92	New	+$914	﹤0.01%	67
2022 Q2	–	Sell	-92	Closed	-$1K	–	136
2022 Q1	$1K	Buy	+92	New	+$1.94K	﹤0.01%	127

Other funds holding NEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spartan Planning & Wealth Management's NEO Position: Q4 2023 in Review

Spartan Planning & Wealth Management held its NeoGenomics (NEO) position steady in Q4 2023 at 92 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Spartan Planning & Wealth Management first reported a position in NEO in Q1 2022 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold NEO as of Q4 2023.

Spartan Planning & Wealth Management held 92 shares of NeoGenomics worth $1.49K as of Q4 2023.
Spartan Planning & Wealth Management left its NeoGenomics share count unchanged in Q4 2023.
NeoGenomics made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #174 holding.
Spartan Planning & Wealth Management first reported a position in NeoGenomics in Q1 2022 and has held it in 5 quarters since.
287 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.