TCI Wealth Advisors’s NeoGenomics NEO Stock Holding History

TCI 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 Q2	–	Sell	-421	Closed	-$7.33K	–	1485
2023 Q1	$7.33K	Sell	421 -252	-37%	-$3.59K	﹤0.01%	1274
2022 Q4	$6.22K	Buy	+673	New	+$6.27K	﹤0.01%	1383
2022 Q3	–	Sell	-393	Closed	-$3K	–	2478
2022 Q2	$3K	Buy	+393	New	+$3.75K	﹤0.01%	1846
2022 Q1	–	Sell	-125	Closed	-$4K	–	2373
2021 Q4	$4K	Sell	125 -253	-67%	-$9.91K	﹤0.01%	1857
2021 Q3	$18K	Buy	378 +167	+79%	+$7.73K	﹤0.01%	732
2021 Q2	$10K	Sell	211 -63	-23%	-$2.79K	﹤0.01%	971
2021 Q1	$13K	Buy	274 +122	+80%	+$6.35K	0.01%	720
2020 Q4	$8K	Hold	152	–	–	﹤0.01%	716
2020 Q3	$6K	Hold	152	–	–	﹤0.01%	721
2020 Q2	$5K	Hold	152	–	–	﹤0.01%	752
2020 Q1	$4K	Buy	152 +82	+117%	+$2.46K	﹤0.01%	779
2019 Q4	$2K	Sell	70 -45	-39%	-$1.07K	﹤0.01%	1172
2019 Q3	$2K	Buy	115 +45	+64%	+$1.06K	﹤0.01%	1107
2019 Q2	$2K	Buy	70 +17	+32%	+$373	﹤0.01%	1035
2019 Q1	$1K	Buy	+53	New	+$921	﹤0.01%	1265
2016 Q4	–	Sell	-59	Closed	–	–	1423
2016 Q3	$0	Hold	59	–	–	﹤0.01%	1388
2016 Q2	$0	Buy	+59	New	+$473	﹤0.01%	1353

Other funds holding NEO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return