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SYSTM Wealth Solutions’s NeoGenomics NEO Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-102
Closed -$1.6K – 854
2024
Q1 		$1.6K Buy
+102
New +$1.57K ﹤0.01% 916

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SYSTM Wealth Solutions's NEO Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of NeoGenomics (NEO) in Q2 2024, closing a stake of 102 shares — an estimated $1.6K sold.

SYSTM Wealth Solutions first reported a position in NEO in Q1 2024 and held it in 1 quarter. The position peaked at $1.6K in Q1 2024. 259 funds tracked by Wall St. Rank hold NEO as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining NeoGenomics position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 102 NeoGenomics shares in Q2 2024, an estimated $1.6K.
  • SYSTM Wealth Solutions first reported a position in NeoGenomics in Q1 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's NeoGenomics position peaked at $1.6K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.