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Stiles Financial Services’s NeoGenomics NEO Stock Holding History

Stiles 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
2023
Q2 		– Sell
-10,314
Closed -$180K – 194
2023
Q1 		$180K Sell
10,314
-750
-7% -$10.7K 0.1% 174
2022
Q4 		$102K Sell
11,064
-1,190
-10% -$11.1K 0.06% 173
2022
Q3 		$106K Sell
12,254
-560
-4% -$5.56K 0.06% 163
2022
Q2 		$104K Sell
12,814
-122
-0.9% -$1.17K 0.06% 170
2022
Q1 		$157K Sell
12,936
-66
-0.5% -$1.39K 0.08% 182
2021
Q4 		$444K Buy
+13,002
New +$509K 0.21% 110

Other funds holding NEO

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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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stiles Financial Services's NEO Position: Q2 2023 in Review

Stiles Financial Services sold out of NeoGenomics (NEO) in Q2 2023, closing a stake of 10,314 shares — an estimated $180K sold.

Stiles Financial Services first reported a position in NEO in Q4 2021 and held it in 6 quarters. The position peaked at $444K in Q4 2021. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2023.

  • Stiles Financial Services reported no remaining NeoGenomics position as of Q2 2023 after selling out during the quarter.
  • Stiles Financial Services sold 10,314 NeoGenomics shares in Q2 2023, an estimated $180K.
  • Stiles Financial Services first reported a position in NeoGenomics in Q4 2021 and held it in 6 quarters.
  • Stiles Financial Services's NeoGenomics position peaked at $444K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2023.

Based on Stiles Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.