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	–	–	1422
2016 Q3	$0	Hold	59	–	–	﹤0.01%	1387
2016 Q2	$0	Buy	+59	New	+$473	﹤0.01%	1351

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

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

TCI Wealth Advisors's NEO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of NeoGenomics (NEO) in Q2 2023, closing a stake of 421 shares — an estimated $7.33K sold.

TCI Wealth Advisors first reported a position in NEO in Q2 2016 and held it in 17 quarters. The position peaked at $18K in Q3 2021. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2023.

TCI Wealth Advisors reported no remaining NeoGenomics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 421 NeoGenomics shares in Q2 2023, an estimated $7.33K.
TCI Wealth Advisors first reported a position in NeoGenomics in Q2 2016 and held it in 17 quarters.
TCI Wealth Advisors's NeoGenomics position peaked at $18K in Q3 2021.
266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.