SCA
NEO icon

Spearhead Capital Advisors’s NeoGenomics NEO Stock Holding History

Spearhead Capital 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
Q1 		– Sell
-7,604
Closed -$409K – 204
2020
Q4 		$409K Sell
7,604
-1,128
-13% -$51K 0.07% 115
2020
Q3 		$322K Buy
8,732
+1,813
+26% +$67.4K 0.06% 123
2020
Q2 		$214K Buy
+6,919
New +$192K 0.05% 151

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Spearhead Capital Advisors's NEO Position: Q1 2021 in Review

Spearhead Capital Advisors sold out of NeoGenomics (NEO) in Q1 2021, closing a stake of 7,604 shares — an estimated $409K sold.

Spearhead Capital Advisors first reported a position in NEO in Q2 2020 and held it in 3 quarters. The position peaked at $409K in Q4 2020. 332 funds tracked by Wall St. Rank hold NEO as of Q1 2021.

  • Spearhead Capital Advisors reported no remaining NeoGenomics position as of Q1 2021 after selling out during the quarter.
  • Spearhead Capital Advisors sold 7,604 NeoGenomics shares in Q1 2021, an estimated $409K.
  • Spearhead Capital Advisors first reported a position in NeoGenomics in Q2 2020 and held it in 3 quarters.
  • Spearhead Capital Advisors's NeoGenomics position peaked at $409K in Q4 2020.
  • 332 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2021.

Based on Spearhead Capital Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.