Stratos Wealth Partners’s NeoGenomics NEO Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-4,694	Closed	-$226K	–	1286
2021 Q3	$226K	Buy	+4,694	New	+$217K	0.01%	1050
2021 Q2	–	Sell	-4,771	Closed	-$230K	–	1212
2021 Q1	$230K	Hold	4,771	–	–	0.01%	984
2020 Q4	$257K	Sell	4,771 -1,084	-19%	-$49K	0.01%	907
2020 Q3	$216K	Buy	+5,855	New	+$218K	0.01%	898

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stratos Wealth Partners's NEO Position: Q4 2021 in Review

Stratos Wealth Partners sold out of NeoGenomics (NEO) in Q4 2021, closing a stake of 4,694 shares — an estimated $226K sold.

Stratos Wealth Partners first reported a position in NEO in Q3 2020 and held it in 4 quarters. The position peaked at $257K in Q4 2020. 307 funds tracked by Wall St. Rank hold NEO as of Q4 2021.

Stratos Wealth Partners reported no remaining NeoGenomics position as of Q4 2021 after selling out during the quarter.
Stratos Wealth Partners sold 4,694 NeoGenomics shares in Q4 2021, an estimated $226K.
Stratos Wealth Partners first reported a position in NeoGenomics in Q3 2020 and held it in 4 quarters.
Stratos Wealth Partners's NeoGenomics position peaked at $257K in Q4 2020.
307 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2021.

Based on Stratos Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.