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Toth Financial Advisory’s NeoGenomics NEO Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-100
Closed -$1.61K – 822
2023
Q2 		$1.61K Hold
100
– – ﹤0.01% 667
2023
Q1 		$1.74K Buy
+100
New +$1.43K ﹤0.01% 679

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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 $3.38T AUM 44.17% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Toth Financial Advisory's NEO Position: Q3 2023 in Review

Toth Financial Advisory sold out of NeoGenomics (NEO) in Q3 2023, closing a stake of 100 shares — an estimated $1.61K sold.

Toth Financial Advisory first reported a position in NEO in Q1 2023 and held it in 2 quarters. The position peaked at $1.74K in Q1 2023. 283 funds tracked by Wall St. Rank hold NEO as of Q3 2023.

  • Toth Financial Advisory reported no remaining NeoGenomics position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 100 NeoGenomics shares in Q3 2023, an estimated $1.61K.
  • Toth Financial Advisory first reported a position in NeoGenomics in Q1 2023 and held it in 2 quarters.
  • Toth Financial Advisory's NeoGenomics position peaked at $1.74K in Q1 2023.
  • 283 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.