Texas Capital Bank Wealth Management Services’s NeoGenomics NEO Stock Holding History

Texas Capital Bank Wealth Management Services’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 Q4	–	Sell	-20,000	Closed	-$295K	–	191
2024 Q3	$295K	Hold	20,000	–	–	0.03%	155
2024 Q2	$277K	Hold	20,000	–	–	0.03%	161
2024 Q1	$314K	Buy	+20,000	New	+$309K	0.03%	155
2023 Q4	–	Sell	-10,000	Closed	-$123K	–	216
2023 Q3	$123K	Buy	+10,000	New	+$149K	0.02%	193

Other funds holding NEO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services's NEO Position: Q4 2024 in Review

Texas Capital Bank Wealth Management Services sold out of NeoGenomics (NEO) in Q4 2024, closing a stake of 20,000 shares — an estimated $295K sold.

Texas Capital Bank Wealth Management Services first reported a position in NEO in Q3 2023 and held it in 4 quarters. The position peaked at $314K in Q1 2024. 253 funds tracked by Wall St. Rank hold NEO as of Q4 2024.

Texas Capital Bank Wealth Management Services reported no remaining NeoGenomics position as of Q4 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 20,000 NeoGenomics shares in Q4 2024, an estimated $295K.
Texas Capital Bank Wealth Management Services first reported a position in NeoGenomics in Q3 2023 and held it in 4 quarters.
Texas Capital Bank Wealth Management Services's NeoGenomics position peaked at $314K in Q1 2024.
253 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2024, filed 13 Feb 2025.