Valeo Financial Advisors’s NeoGenomics NEO Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1,000	Closed	-$48K	–	1331
2021 Q1	$48K	Sell	1,000 -2	-0.2%	-$104	﹤0.01%	885
2020 Q4	$54K	Buy	1,002 +2	+0.2%	+$90	﹤0.01%	755
2020 Q3	$37K	Buy	1,000 +600	+150%	+$22.3K	﹤0.01%	745
2020 Q2	$12K	Hold	400	–	–	﹤0.01%	1231
2020 Q1	$11K	Hold	400	–	–	﹤0.01%	1066
2019 Q4	$12K	Buy	+400	New	+$9.53K	﹤0.01%	1060

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Valeo Financial Advisors's NEO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of NeoGenomics (NEO) in Q2 2021, closing a stake of 1,000 shares — an estimated $48K sold.

Valeo Financial Advisors first reported a position in NEO in Q4 2019 and held it in 6 quarters. The position peaked at $54K in Q4 2020. 311 funds tracked by Wall St. Rank hold NEO as of Q2 2021.

Valeo Financial Advisors reported no remaining NeoGenomics position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,000 NeoGenomics shares in Q2 2021, an estimated $48K.
Valeo Financial Advisors first reported a position in NeoGenomics in Q4 2019 and held it in 6 quarters.
Valeo Financial Advisors's NeoGenomics position peaked at $54K in Q4 2020.
311 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.