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Sutton Wealth Advisors’s NeoGenomics NEO Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-2,408
Closed -$22.3K – 1288
2022
Q4 		$22.3K Sell
2,408
-748
-24% -$6.97K 0.01% 652
2022
Q3 		$27.2K Buy
+3,156
New +$31.3K 0.01% 557
2022
Q2 		– Sell
-1,367
Closed -$16.6K – 1687
2022
Q1 		$16.6K Sell
1,367
-497
-27% -$10.5K 0.01% 778
2021
Q4 		$63.6K Sell
1,864
-96
-5% -$3.76K 0.02% 353
2021
Q3 		$94.5K Buy
1,960
+116
+6% +$5.37K 0.03% 258
2021
Q2 		$83.3K Buy
1,844
+344
+23% +$15.2K 0.03% 278
2021
Q1 		$72.3K Buy
1,500
+86
+6% +$4.48K 0.03% 298
2020
Q4 		$76.1K Hold
1,414
– – 0.03% 263
2020
Q3 		$52.2K Hold
1,414
– – 0.03% 298
2020
Q2 		$43.8K Buy
1,414
+74
+6% +$2.05K 0.02% 330
2020
Q1 		$37K Sell
1,340
-136
-9% -$4.07K 0.02% 335
2019
Q4 		$43.2K Buy
1,476
+27
+2% +$643 0.02% 345
2019
Q3 		$27.7K Hold
1,449
– – 0.02% 476
2019
Q2 		$31.8K Buy
1,449
+777
+116% +$17.1K 0.02% 434
2019
Q1 		$13.7K Buy
+672
New +$11.7K 0.01% 698

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
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
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's NEO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of NeoGenomics (NEO) in Q1 2023, closing a stake of 2,408 shares — an estimated $22.3K sold.

Sutton Wealth Advisors first reported a position in NEO in Q1 2019 and held it in 15 quarters. The position peaked at $94.5K in Q3 2021. 256 funds tracked by Wall St. Rank hold NEO as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining NeoGenomics position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,408 NeoGenomics shares in Q1 2023, an estimated $22.3K.
  • Sutton Wealth Advisors first reported a position in NeoGenomics in Q1 2019 and held it in 15 quarters.
  • Sutton Wealth Advisors's NeoGenomics position peaked at $94.5K in Q3 2021.
  • 256 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.